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Articles tagged as "Pension"

Insights categories - Retirement

Part 1 (updated): Challenges and opportunities with South Africa’s retirement fund system

By Richard Carter on 28 Feb 2024

Reading time: 6 mins

While the South African retirement fund system faces its fair share of challenges, there are opportunities to harness and improve retirement outcomes for Sou...

Insights categories - Retirement

Offshore toolkit part 2: Unpacking South African tax obligations for non-resident living annuitants

By Ebrahim Southgate on 20 Oct 2023

Reading time: 7 mins

South African legislation specifically prohibits the transfer of living annuities to other financial service providers abroad. Therefore, South Africans who...

Insights categories - Retirement

Could you survive on less than a third of your income in retirement?

By Twanji Kalula on 27 Jan 2022

Reading time: 12 mins

Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer...

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