High‑value annuity purchases are surging as wealthier savers move to protect their income and, in some cases, pass on more to ...

APW above Rs 8 lakh and up to Rs 12 lakh: Up to Rs 6 lakh can be taken as lump sum, and the remaining amount must be used for annuity or withdrawn in a phased manner through systematic unit redemption ...

Tax season is more than an administrative deadline. It is one of the most powerful annual opportunities South African ...

Retirement under the National Pension System (NPS) involves more than just amassing a corpus. The challenge lies in the exit ...

Also, Orion and Nitrogen have each announced strategic integration updates that could strengthen their support for retirement-focused advisors.

South Africans are being warned to take advantage of all the avenues to reduce their tax bill before the tax year closes.

While undoubtedly people will be happy to discover they are likely to live longer than they thought. it poses challenges when it comes to maintaining a comfortable income.

Voya's Solution Portfolios outperformed benchmarks in Q4 2025 via tactical allocation and manager selection. Read the full analysis for more details.

Since the separation, Claire has had to reduce her monthly pension contributions and plans to downsize her home ...

Let’s say you are 25 years from retirement. You are earning R30 000 per month and contribute R4 500 of that to a retirement annuity. We are making these assumptions: The money grows at 12% per year ...

Leaving your job? Your savings can stay invested tax-efficiently until retirement. Here's what the rules, limits and recent changes mean for you.