Budget 2024: Advice is critical to helping consumers navigate financial pressures
Financial advisers can guide their clients on how to manage the knock-on effect of rising costs without compromising their long-term financial wellness.
The ‘travel rule’ means CASPs and FSPs cannot initiate a crypto asset transfer unless they can transmit prescribed information.
Read moreFinancial advisers can guide their clients on how to manage the knock-on effect of rising costs without compromising their long-term financial wellness.
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.
Sanlam’s modelling looks at the impact of the system’s conflicting aims: higher preservation rates and access to savings.
Report also flags the decline in employers making it compulsory for employees to join a medical scheme.
It’s important to understand the access you have to your retirement fund savings, as well as the calculations used, to avoid an unexpected tax bill.
Survey finds most wish they had treated money as a growth asset when they were younger.
Coronation illustrates how you can use a tax-free investment to harness the power of compounding.
These include delays with funeral policy claims, advice to clients who buy living annuities, and insurance policy disclosures.
Intermediaries can help clients to understand the implications of losing their protection.
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The two-pot retirement system will come into effect on 1 March next year, according to draft legislation published for public comment by National Treasury on 31 July. However, in an accompanying media release, […]
Most respondents who participated in the latest Just Retirement Insights survey believe it is important to set objectives based on their financial needs, but more than 60% said they intend to decide what […]
A tax-free savings account (TFSA) can help retirement fund members who bought living annuities to reduce their marginal tax rate, hence maximising their after-tax income, says Paul Hutchinson, a sales manager in Ninety […]
The Labour Appeal Court (LAC) has ruled that an employee who worked for four years after he reached retirement age was entitled to severance pay based on his entire period of employment, not […]
The Labour Appeal Court (LAC) has ruled that an employee who worked for four years after he reached retirement age was entitled to severance pay based on his entire period of employment, not […]
Retirement – particularly forced retirement – of financial advisers poses problems not only for advisers and their practices, but also for their clients, says Guy Holwill, the chief executive of Fairbairn Consult. Young […]