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Finance

PPS Sickness and Incapacity benefits

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Trust Officer Loren le Roux advises that we need to be prepared financially to cope with sickness or disability. Do you have sufficient risk cover in place in case tragedy strikes and you are sick, or temporarily or permanently incapacitated? Are you the breadwinner and will disability or death have a profound impact on your […]

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Regulation and your Retirement Savings

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South Africa’s retirement industry is governed by the Pension Funds Act, No. 24 of 1956. Treasury observes: “The aim of retirement fund investment regulation is to ensure that the savings South Africans contribute towards their retirement are invested in a prudent manner that not only protects the retirement fund member, but is channelled in ways […]

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Retirement Annuity contribution changes from 1 March 2015

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Loren le Roux, Trust Officer, advises Retirement Annuity holders regarding the implications of forthcoming tax changes. Government and Treasury are reforming the retirement industry in South Africa. Some of the aims are to simplify retirement products and their administration, lower costs, encourage South Africans to save more for retirement and to preserve those retirement savings […]

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How does the latest interest rate hike affect retirees?

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The South African Reserve Bank recently raised interest rates by 0.25%.  This was unusual because most interest rate adjustments are in increments of 0.5% in South Africa. The only other rate hike this year was 0.5% in January.  Before that however, the rate had remained flat at 5% for a period of 18 months.  Low […]

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