Articles tagged as "Retirement funds"
How the retirement regulatory landscape is changing
The local retirement market has undergone significant transformations in recent years, driven by major regulatory changes. Felicia Hlophe, senior legal advis...
How the retirement regulatory landscape is changing
The local retirement market has undergone significant transformations in recent years, driven by major regulatory changes. Felicia Hlophe, senior legal advis...
How to evaluate umbrella funds
Navigating the complex world of umbrella funds can be likened to steering a ship through choppy waters. Just like a ship’s captain relies on accurate weather...
The default choice: Navigating investment options in retirement funds
As 2025 brings fresh beginnings, many people take stock in the first month or two, committing to resolutions and reassessing lifestyle goals. From a financia...
The default choice: Navigating investment options in retirement funds
As 2025 brings fresh beginnings, many people take stock in the first month or two, committing to resolutions and reassessing lifestyle goals. From a financia...
How to maximise tax benefits in a two-pot era
The two-pot retirement system, which was implemented in September 2024, gives retirement fund members the ability to withdraw from the savings component of...
50 years of investing in an evolving ecosystem
The asset management industry plays a key role in society, channelling capital from savers to where it is needed in the real economy, and in so doing, creati...
Unpacking the changes to the retirement fund lump sum tax tables
To account for the impact of inflation, this year’s National Budget introduced changes to the retirement fund lump sum tax tables for retirement fund cash lu...
Five ways employers can help employees prepare for a better retirement
Employers can play a meaningful role in helping their workforce maximise their retirement savings outcomes. Mica Townsend, Group Savings and Investments...
How your retirement fund benefits are allocated when you die
The process behind retirement fund death claims is challenging to understand and complex to execute. Sonja Smit discusses how to be better informed as a...
Retirement fund withdrawals and tax
The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump...
Retirement fund withdrawals and tax
The 2014 National Budget introduced changes to the retirement tax table. From 1 March 2014, the tax-free amount members and beneficiaries can take as a lump...
Investing tutorials: Why preserve?
Learn more about investing and personal finance in 'Investing tutorials', a new addition to our Quarterly Commentary. South Africans on average change jobs...
What safeguards are in place to protect your individual investments?
At Allan Gray we believe that a critical part of your investment decision is arming yourself with full knowledge of the risks you will be exposed to. There i...
