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Articles tagged as "Pension fund"

Insights categories - Personal investing

How to use financial products to enhance estate planning

By Felicia Hlophe on 11 Sep 2023

Reading time: 10 mins

Felicia Hlophe, legal adviser at Allan Gray, summarises four key estate planning principles and explains how some financial products can be used to provide a...

Insights categories - Retirement

Making sense of the proposed two-pot retirement system

By Richard Carter on 27 Oct 2022

Reading time: 11 mins

In February 2021, the National Treasury announced its intention to amend the retirement fund system in South Africa with the dual aim of creating limited...

Insights categories - Retirement

Podcast: Are better outcomes for retirement savers on the horizon?

By Mica Townsend on 26 Oct 2022

Listening time: 36 mins

Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the...

Insights categories - Retirement

Upcoming changes to provident and provident preservation funds

By Shaun Duddy on 27 Jan 2021

Reading time: 11 mins

The Taxation Laws Amendment Act includes changes to the legislation that governs provident and provident preservation funds that will come into effect on 1...

Insights categories - Retirement

Divorce and your retirement savings

By Lebona Khabo on 24 Nov 2020

Reading time: 10 mins

Divorce can be a traumatic and life-altering experience with wide-ranging social and financial implications. Lebona Khabo discusses entitlement when it comes...

Insights categories - Retirement

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

Reading time: 5 mins

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

Insights categories - Personal investing

How to maximise tax benefits before the end of the tax year

By Carla Rossouw on 24 Jan 2018

Reading time: 10 mins

The end of February is the end of the tax year. Carla Rossouw explains why this is a good time to take maximum advantage of the incentives the government has...


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