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Tag Archives | retirement


Risk aversion in retirees during uncertain times

The key findings of Just SA’s latest tracking study Retirement Insights 2020 reveal the knock in confidence suffered by South African retirees and pre-retirees as a result of COVID-19, which has altered their views on the best way to invest their retirement savings. This year the “lite” tracking study specifically assessed the impact of COVID-19 […]

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SA retirement crisis – Are employers playing their required role?

The 10X Investments’ Retirement Reality Report (RRR20) discussed last week, confirmed SA’s looming retirement crisis and delved deeper into factors affecting people’s retirement planning in South Africa. Looking at the role of employers in South Africa’s retirement crisis, RRR19 shone a light on the missed opportunity of actively engaging employees in the savings process to […]

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Retirement is a Reality, not a Choice

The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face the difficult task of having to convince clients to prepare for the inevitable. Earlier this year, the Old Mutual Savings & Investment […]

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Retirement – Why people have no plans in place

The annual 10X Retirement Reality Report indicates that saving for retirement is effectively insurance against outliving working life. Although this is a valid argument, why does such a high percentage of respondents not have a plan? Here are some of the reasons emanating from the survey: ● I cannot afford to save; I have nothing […]

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Retirement funds and emigration – Update on amendments

Towards the end of July 2020, National Treasury published the Draft Taxation Laws Amendment Bill, 2020. One of the proposals relates to an overhaul of the rule for taking retirement funds abroad. In a parliamentary briefing last week, Treasury responded to the submissions on the new bills alongside the South African Revenue Service (SARS). It […]

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Retirement Fund Contributions during COVID-19 – IRFA reminds funds of options

The Institute of Retirement Funds Africa recently held and facilitated a Webinar on “Retirement Fund Contribution Options in the time of COVID-19,” and it is now freely available to employers, retirement funds and the general public. The Webinar features a panel of legal and subject matter experts and examines regulatory parameters in terms of options […]

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Revolutionary new approach to retirement planning – Focussing on the present rather than the future

Researchers at Stellenbosch University have come up with a novel approach in how we tackle retirement provision. It looks at the here and now, rather than make guestimates about an uncertain future. At the same time, it helps you, the adviser, approach the challenge from the client’s perspective, rather than your own, or that of […]

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