Retirement Planning

Hoe raak Omicron jou Aftree Beplanning?

Indien daar nog iemand is wat kon glo dat finansiële beplanning vir die toekoms sonder enige Black Swan gebeure moontlik is, is wreed ontnugter oor wat die afgelope dae internasionaal gebeur het. ‘n Mediese ontdekking van ‘n nuwe virus deur knap medici in Suid Afrika het veroorsaak dat ons internasionaal geisoleer en gevolglik ekonomies benadeel …

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The parallels between running a marathon and saving for retirement.

I read a great article from Debra Slabber from Morningstar Investment Management, comparing saving for retirement to running a marathon. While most of us (me included) have not completed a marathon, we can all take the lessons from another endurance race or difficult university degree to compare to saving retirement. Hope you enjoy the article …

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Pensioen is nie vir “ou mense” maar vir “slim mense”.

Dit is ‘n gewilde onderwerp om met vriende te gesels oor loopbaan beplanning en die skole wat vir die kinders se skoolloopbane oorweeg word. Wanneer ons meer ontspanne is praat ons graag oor die moontlikhede van waar ons beplan om vakansie te hou te midde van Covid-realiteite. Daar word egter min gepraat oor waar ons …

Pensioen is nie vir “ou mense” maar vir “slim mense”. Read More »

Why can fund managers only invest 30% of retirement funds in offshore assets?

Asset/Fund Managers are forced to comply with Regulation 28 in order to receive Retirement capital and debit order inflows to their funds. But what is the main motive behind Regulation 28 and what does it entail? Regulation 28 was introduced to help investors in making their investment strategy- and the decisions around it easier. Ultimately …

Why can fund managers only invest 30% of retirement funds in offshore assets? Read More »