Felicia Hlophe, legal adviser at Allan Gray From the 11th to the 15th of September 2023, South Africa will observe National Wills Week – an optimal time to ensure your financial affairs are...
Employee Benefits
The right advice is key in selecting medical aid and gap cover to suit your needs
James White, Director of Sales and Marketing at Turnberry Medical aid is a must in South Africa for anyone looking to make use of private healthcare, as the cost for those who are not members...
Healthcare tips for hustlers
Nzwa Shoniwa, Managing Executive for Sanlam Umbrella Solutions and Sandile Mbele, Executive Director: Corporate Solutions at AfroCentric, part of Sanlam Health Solutions For entrepreneurs...
Smart Money Week: Smart ways to improve your financial literacy
Stian de Witt, CFP®, Executive Head of Financial Planning at NMG Benefits Do you know how to get the most value out of your banking? Are you savvy in the way that you save? Do you know how to...
Comprehensive retirement planning: What do you need to think about?
Kobus Kunz - Head of Consulting, Efficient Benefit Consulting Retirement planning is the process of setting retirement income goals and the actions and decisions necessary to achieve those...
New white paper to help clients understand drawdown rates
Bjorn Ladewig, Head of Distribution at Just SA A new white paper on living annuities and the impact of drawdown rates, based on a study of 20 000 anonymous living annuitants, has been...
Retirement – The right to laziness
Dirk Oosthuizen, Head: Research and Principal Consultant at Simeka In France, earlier this year, a series of protests took place about a proposed pension reform to increase the retirement age...
Let’s hope Barbie has health insurance
Farzana Botha, Segment Manager at Sanlam Risk and Savings and Michelle Morton, Commercial Executive at Fedhealth, a partner of Sanlam Health Solutions Spoiler Alert: In the final scene,...
PFA says beneficiaries deserve compensation for undue delays
Muvhango Lukhaimane, Pension Funds Adjudicator Pretoria – 21 August 2023: The Office of the Pension Funds Adjudicator has been inundated by a raft of complaints about unnecessary delays in...
Renewed interest in umbrella trusts
Megan Rank, Legal Manager, Fairheads Benefit Services In the early 1990s, Fairheads pioneered the use of umbrella trusts to house death benefits payable to the dependants of deceased...
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