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Jun 26, 20223 min read
Retirement savings decisions cannot be based on cost comparisons alone
From September this year all commercially sponsored umbrella funds must include a charge table disclosing fees for investment management,...
Jun 26, 20224 min read
Rethink retirement; spend sustainably
In the face of rising living costs and high levels of household debt, the notion of retiring comfortably seems beyond reach for many...
Jun 26, 20222 min read
Keep your options open with retrenchment over retirement
Many employers who are retrenching staff for operational reasons differentiate between employees who are over age 55 and under, but there...
Jun 26, 20225 min read
Transferring Generational Wealth – the options and decisions
At some stage of every investor’s successful financial journey, the question of transferring wealth arises. This simply means the...
Jun 26, 20226 min read
The trust is dead – long live the trust!
Increasing focus on trusts by revenue authorities, both locally and offshore, has created the perception that trusts are being targeted –...
Jun 26, 20224 min read
The power of collaboration to find financial well-being solutions that are relevant for employers an
Alexander Forbes has through a series of thought leadership interventions started to change the narrative on retirements and...
Jun 26, 20225 min read
Divorce and Death – the impact of Section 2B on your will
Introduction Not many people are aware of the statutory disqualification as set out in Section 2B of the Wills Act No. 7 of 1953, which...
Jun 26, 20223 min read
How technology is changing the wealth management industry
One of the most significant trends in the wealth management industry in recent years has been increasing adoption of technology as both a...