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Articles tagged as "Retirement"

Insights categories - Retirement

Retirement annuities still work

By Earl Van Zyl and Tiaan van Wijk on 31 Jul 2023

Reading time: 10 mins

Planning well for retirement is essential to ensure your long-term financial well-being. One key aspect of retirement planning is choosing the product, or...

Insights categories - Personal investing

Who’s right – personal finance experts or economists?

By Earl Van Zyl on 16 Nov 2022

Reading time: 6 mins

When it comes to managing your wealth, there’s a yawning gap between what personal finance pundits advocate and what economists believe. Who should you liste...

Insights categories - Retirement

Podcast: Are better outcomes for retirement savers on the horizon?

By Mica Townsend on 26 Oct 2022

Listening time: 36 mins

Allan Gray’s head of Assurance, Richard Carter, joins Umbrella Fund specialist Mica Townsend to discuss the challenges with the current system, the...

Insights categories - Retirement

Could you survive on less than a third of your income in retirement?

By Twanji Kalula on 27 Jan 2022

Reading time: 12 mins

Despite taking steps to save, millions of South Africans are at risk of having to make significant lifestyle-related downgrades when they are no longer...

Insights categories - Developing you advice business

Part 2: How to determine the value of your business

By Daniel van Andel on 16 Nov 2020

Reading time: 7 mins

Getting your business valued is an important step towards planning for succession. Daniel van Andel, head of IFA Proposition, unpacks the ways advice...

Insights categories - Developing you advice business

Part 1: Understanding your options for succession

By Daniel van Andel on 04 Nov 2020

Reading time: 8 mins

Global and local trends reveal that very few financial advisers have a clear plan as it relates to continuity and retirement from the industry. In the absenc...

Insights categories - Personal investing

Are you financially resilient?

By Mthobisi Mthimkhulu on 23 Oct 2019

Reading time: 9 mins

Most of us know what it means to build resilience in the context of health and wellness: eat healthily, exercise regularly, get enough sleep and manage stres...

Insights categories - Retirement

Retirement planning in reality

By Leaveil Des Fountain on 24 Jul 2019

Reading time: 9 mins

To truly break the cycle of poverty and start creating generational wealth, young working professionals need to prioritise saving for retirement. Leaveil Des...

Insights categories - Retirement

The ultimate human race

By Belinda Carbutt on 31 May 2019

Reading time: 7 mins

As investors there is a lot we can learn from marathon runners that can assist us with our own “ultimate human race” – the challenge of retiring financially...

Insights categories - Personal investing

Five tough financial decisions you may have to make… And why they are worth it

By Thandi Ngwane on 30 Nov 2015

Reading time: 4 mins

Money decisions are never easy and often come down to personal circumstance and choice. If you are lucky enough to get a bonus or a 13 th cheque, should you...

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