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Articles tagged as "Umbrella retirement fund"

Taxation of retirement lump sums and living annuity income for non-residents

By Meagan Fraser on 11 May 2026

Reading time: 5 mins

Investors who emigrate are often surprised by the complexity involved in accessing their existing retirement investments after they have ceased to be South...

Two-pot: How to achieve better retirement outcomes

By Richard Carter on 06 Aug 2024

Listening time: 40 mins

The new two-pot retirement system has been designed to improve retirement outcomes for South Africans, while allowing some access to retirement savings in ca...

The two-pot system simplified (updated)

By Jaya Leibowitz on 08 Jul 2024

Reading time: 7 mins

South Africa’s retirement savings system is changing, with the implementation date of the new system currently set for 1 September 2024 – although go-live...

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