How much do you need to retire?

By : Maya Fisher-French – June 15, 2017    See on-line article: Maya on money At a recent investor roadshow, Richard Carter, head of product development at Allan Gray, provided some figures to illustrate how much you should already have saved for retirement,...

July is Savings Month

The latest GrayIssue from Allan Gray highlights July as savings month and discusses the importance of not delaying when it comes to saving. Most South Africans are not saving enough or starting too late. Remember….pay yourself first! See the Allan Gray article below...

Retirement Annuity Information

What is an RA? An RA is nothing more than a one-person pension plan.  A person applies to become a member of an RA fund, which is approved as such by the Registrar of Pension Funds and the tax authorities.  No employer / employee relationship is required to qualify...

Retirement Reform (T-day) POSTPONED!

On 16 October 2014, National Treasury published various documents and revised taxation bills affecting the social security reform and employee benefits industry. Essentially, the retirement fund lump sum and tax changes earmarked for 1 March 2015 have been postponed...