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Home / Posts tagged “Annuity”

Annuity

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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Considering annuity options if inflation surges during retirement

Coronation looks at whether a life or a living annuity is more likely to protect a retiree’s income if we enter a high-inflation environment.

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Retirement funds and death benefits: what options do beneficiaries have?

There is a major difference between pre-retirement and post-retirement funds regarding the nomination and payment of beneficiaries.

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Two pots: good news about tax on lump-sum withdrawals at retirement

National Treasury resolves the conflict between the draft legislation and the explanatory memorandum.

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Guaranteed annuity is the better option for most retirees, says Actuarial Society

Pensioners are sacrificing the certainty of a lifetime guaranteed income in the hope that some capital will remain for a loved one when they die.

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Latest proposals on how the two-pot retirement system will work

A guide to the features of the three components: savings, retirement, and vested.

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New Sars conditions on buying an annuity at retirement

The SA Revenue Service (Sars) has issued Binding General Ruling 58, which sets out the approvals by the Sars Commissioner when purchasing an annuity at retirement. This follows the withdrawal of General Notice […]

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Record demand for life annuity solutions – Need for security tops potential returns

Covid-19 has certainly changed the thinking about life annuities significantly. Guaranteed products fell from grace during the time of positive returns, with living annuities making up the bulk of sales. The strong market […]

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Investment Rates

 

Updated 19 May 2025

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Money Market funds

Updated 19 May 2025

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SARS could save us from tax hikes in 2026
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