Blog Archives

Managing your living annuity in an uncertain world

In response to the dramatic impact that measures to contain COVID-19 have had on asset prices, National Treasury has announced temporary changes to living annuity withdrawal limits and revision rules to allow annuitants to revise their income outside of their policy anniversary month. What are the implications of taking advantage of these changes? Earl van Zyl discusses.

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How to achieve a sustainable retirement income

Shaun Duddy discusses how to meet and manage risks while drawing a stable income in retirement. He explains why investing at least 50% in growth assets is a necessity and why drawing more than 4% is not advisable.

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Golden-year dreams come true

We all dream of having a carefree and financially healthy retirement. Unfortunately, for some of us, this dream never becomes a reality.

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Drawing The Right Income From Your Living Annuity

Exploring living annuities and how you can determine what income drawdown level is best for you.

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Death benefits on retirement funds v living annuities

A legal update on death benefits on retirement funds vs living annuities.

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Has the outlook on tax planning in retirement changed?

Matthew Lester looks at ways to cut retirement income requirements so that less tax is payable to SARS.

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Living annuity policyholders opt for lower income levels

Results of the 2012 Living Annuities Survey.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.