by @Jaco van Tonder | Dec 7, 2023 | Investment / Asset Management, Retirement & Financial Planning, Retirement Annuities, Tax
Jaco van Tonder, Advisor Services Director, Ninety One Living annuities are never far from controversy in the South African advisory industry, as advisors and product providers debate the most appropriate application of these products to SA pensioners’...
by @Bertie Nel | Dec 7, 2023 | Environmental Social Governance (ESG), Retirement & Financial Planning, Sustainable Investments
Bertie Nel, Head of Financial Planning and Advice at Momentum As we step into the new year, it’s easy to set resolutions that will fix all our problems and set us on the right path to success. Yet, when it comes to our financial journey, some aspects demand a...
by @John Manyike | Dec 6, 2023 | Education & Training, Retirement & Financial Planning
John Manyike, Head of Financial Education at Old Mutual Getting caught up in the fun of the end-of-year holiday season isn’t difficult. When friends are around, the kids are having a good time, and work is far away, it’s easy to spend that plastic money– even...
by @Michelle Acton | Dec 5, 2023 | 2-Pot system, Employee Benefits, Minister of Finance, Retirement & Financial Planning, Two-Component System, Two-pot system
Michelle Acton, Retirement Reform Executive at Old Mutual Old Mutual embraces the government’s revised timeline for Two-Pot Retirement System implementation Old Mutual announced on Monday that it welcomed the National Treasury’s announcement that it...
by @Mark Philips and @Paul Wilson | Dec 3, 2023 | Investment / Asset Management, Retirement & Financial Planning
Mark Philips, Co-Deputy Chief Investment Officer & Strategist and Paul Wilson, Chief Investment Officer at Sanlam Investments Multi-Manager With just 10% of retirees able to afford to live with dignity, the nation needs drastic action to solve its income...
by @Henri Le Grange | Dec 2, 2023 | Retirement & Financial Planning
Henri Le Grange – Certified Financial Planner at Old Mutual In the ever-evolving landscape of financial advice, staying ahead of the curve is not just a goal but a necessity. As we approach the close of 2023, financial advisers find themselves at a...
