Nirdev Desai, Head of Sales at PSG Wealth Nirdev Desai, Head of Sales, at PSG Wealth, explores the ‘run for cover’ investor tendency in the face of increased interest rates and the weakened...
Financial Planning
Mind over money
Claire Klassen, Consumer Financial Education Specialist at Momentum Metropolitan Momentum Metropolitan’s Consumer Financial Education Specialist, Claire Klassen discusses the impact that poor...
National Treasury Provides an Important Update Regarding the Two-Pot Retirement System
Vickie Lange, Head of Best Practice at Alexforbes On 25 October 2023, National Treasury and the South African Revenue Service (SARS) provided important feedback at the recent sitting of the...
Innovative financial solutions needed to help SA workers in debt
Humphrey Mkwebu, Old Mutual Corporate’s General Manager: Employee Benefits Solutions In response to the mounting personal finance and mental pressures faced by South African workers,...
Rethinking Retirement
Sonja Steyn, Head of Wealth Management Strategy at Consult by Momentum Sonja Steyn, Head of Wealth Management Strategy at Consult by Momentum, shares why we should be rethinking traditional...
Comprehensive retirement planning: What do you need to think about? (4)
Kobus Kunz - Head of Consulting, Efficient Benefit Consulting In this last instalment of our comprehensive retirement series, we look at the harsh realities of the state of retirement...
The lowdown on living annuity income payments to foreign bank accounts
Alix Moreillon, legal adviser at Allan Gray The rules around the payment of proceeds from South African long-term insurance policies to foreign bank accounts can be confusing. Alix Moreillon,...
New Two-Pot Retirement System: A boon or bane for long-term retirement savings?
Michelle Acton, Retirement Reform Executive at Old Mutual Despite the doubts over short-term tapping of savings, the benefit, in the long run, is worth the immediate access, argues Michelle...
Sitting on the fence may allow a longer-term approach
Andrew Davison, Head of Institutional Business of Old Mutual Multi-Managers Passive investment strategies have gained popularity around the world. In developed markets like the United States,...
Comprehensive industry update – several topics
Adél Gräbe, Legal and Technical Specialist at Simeka Consultants and Actuaries Format of financial statements and regulation 28 quarterly reporting FSCA Communication 19 of 2023 was issued...
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