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Jun 26, 20222 min read
Unpacking the new Default Regulations
Turning retirement capital into income is one of the most complex financial decisions one is likely to make. The range of annuity...
Jun 26, 20223 min read
Five ways employers can help to ease the financial pressure facing South Africans
Financial stresses are becoming a bigger problem for South Africans: An average pensioner can replace only 28% of their income when they...
Jun 26, 20223 min read
Take your retirement savings with you, wherever you go
One of the biggest reasons South Africans struggle to save for retirement is that they withdraw their retirement savings on leaving or...
Jun 26, 20223 min read
Solutions thinking: towards new epiphanies
Ray Dalio, the billionaire founder of Bridgewater Associates, describes his epiphany when he discovered the “Holy Grail of Investing” as...
Jun 26, 20222 min read
Big changes in the Retirement Industry are here. You need to understand what they are.
The regulators of the financial services industry realise that for retirement funds to deliver better outcomes for members, investing in...
Jun 26, 20223 min read
Tips to ensure a successful Life Cover Claim
During a bereavement, no spouse or family member wants the additional stress of being told that a claim against the life cover on the...
Jun 26, 20223 min read
The Essential Income Fund
Four years of disappointing equity market returns have left many investors feeling anxious about their financial futures. The common...
Jun 26, 20223 min read
Regulations and the law of unintended consequences
Recently, I wrote about how the revised Policyholder Protection Rules for life insurance were causing headaches for providers of group...