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Insights categories - Retirement

How much is enough to contribute to retirement?

By Kyle Jeacocks on 21 Aug 2026

Reading time: 4 mins

Starting early, investing appropriately and remaining invested are key to achieving a comfortable retirement. But contribution levels are also critical. Kyle...

Insights categories - Retirement

When is it too late to complain to the Pension Funds Adjudicator?

By Jaya Leibowitz on 19 Aug 2026

Reading time: 3 mins

Recent Financial Services Tribunal (FST) decisions have highlighted the importance of beneficiaries acting promptly when concerns arise regarding retirement...

Insights categories - Retirement

Your retirement, your choices: Making sense of the options

By Richard Carter on 23 Jul 2026

Reading time: 4 mins

While individual goals differ when it comes to investing for retirement, the core objectives remain the same: to accumulate sufficient assets during one’s...

Insights categories - Retirement

The in-between years: investing for retirement as careers and lives grow

By Tebogo Marite on 14 Jul 2026

Reading time: 3 mins

As careers progress and lives take shape, investing for retirement can feel easy to defer. This in‑between phase – typically your 30s and 40s, when you are n...

Insights categories - Retirement

Two laws, one obligation: Safeguarding retirement fund contributions

By Felicia Hlophe on 02 Jun 2026

Reading time: 3 mins

Paying over retirement fund contributions is a core obligation for any employer who offers a retirement fund arrangement. Recent regulatory changes mean that...

Insights categories - Retirement

Non‑financial actions that materially improve retirement outcomes

By Siyasanga Mlozana on 02 Jun 2026

Reading time: 3 mins

Employee benefits consultants play a critical role in shaping outcomes for retirement fund members. Siyasanga Mlozana explores how they influence contributio...

Insights categories - Retirement

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...

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