living annuities – Moonstone Information Refinery

Videos

What’s on the FIA’s agenda? Interview with FIA CEO Lizelle van der Merwe

The FSCA and the intermediary: An interview with FIA President Ronald King

Moonstone is at the FIA Advice Summit 2026- Puts the Future of Financial Advice in Focus

How different investment strategies may prevent capital erosion in living annuities

New actuarial modelling shows that most living annuity investors need to consider higher equity exposure, together with lower drawdown rates, to avoid running out of money.

FAIS Ombud’s report identifies FSP ‘problem areas’

These include delays with funeral policy claims, advice to clients who buy living annuities, and insurance policy disclosures.

Offshore exposure in living annuities – have the rules changed?

We encourage financial advisers who make large offshore allocations for high-income living annuity pensioners to keep careful records of the rationale for the investment strategy.