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Home / Posts tagged “#retirementannuity”

#retirementannuity

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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Member’s withdrawal bid denied as two-pot rules exclude legacy RAs

The Pension Funds Adjudicator rules the fund acted within the law when it refused a member’s request to dip into his FlexiPension plan.

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The importance of having a valid will and proper estate planning

Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.

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Final legacy RA exemption conditions published

Commentators did not raise any significant concerns in their responses to the draft conditions, the FSCA says.

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Sygnia wins appeal over advert’s claims about RA fees

The independent modelling submitted by Sygnia made it clear that the claims in the advert are mathematically and factually accurate.

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Proposed conditions for legacy RAs to be exempted from two-pot system

Among other things, funds will have to show that participating in the two-pot system will negatively impact members’ benefits.

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Pre-retirement withdrawals may cost RA investors dearly, Coronation warns

Withdrawing early effectively means you are borrowing from your future self over a fixed term at your expected rate of return on your RA investment.

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Two pots: resist the urge to access your RA savings unnecessarily

Every R1 withdrawn prematurely from retirement savings could incur a future loss of up to R30 at retirement.

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Sygnia advert’s claims about RA fees based on ‘virtually meaningless’ model

The Advertising Regulatory Board questions the relevance of a hypothetical model published by National Treasury 11 years ago.

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Court orders Discovery to deduct maintenance payments from defaulter’s RA

The existence of the RA funds demonstrates that the husband was able to pay the arrear maintenance, judge says.

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Move over Black Friday – ‘Tax Thursday’ offers investors the best deal for retirement savings

Investors can maximise their tax benefits by contributing extra funds to their retirement annuities before the tax year ends.

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Company retirement fund benefits: what are your options on resignation or retrenchment?

The pension or provident fund is likely to have additional risk benefits that may change significantly when you leave your current company.

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Investment Rates

 

Updated 9 June 2025

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Money Market funds

Updated 9 June 2025

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FSCA changes tack on OMNI-CBRs
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