Kay Aitcheson

5 Ways to Make the Most of your Retirement

1 October 2019 – Martin Hesse – Personal Finance If you were retrenched tomorrow, with no prospect of finding another full-time job, an immediate reaction would be concern about your loss of income. Apart from financial worries, you may feel you are no longer of any use to the world, that you have been “discarded” […]

SEPTEMBER 2019 | Post-Retirement Planning Course & Certification

If you want to enhance your value proposition and boost your qualifications, this course will equip you to advise, guide and help your clients, their spouses and families towards a better understanding of, and preparing themselves for, the multitude of realities and challenges of retirement.

Batseta 2019 Interviews Derek Smorenburg

The amount of pension, provident and RA funds (about 1700) is overwhelming, and then you find out that each fund has a range of unique elements! We invited five of these funds to present to our members at a recent workshop to better understand the advice challenges that we as IFAs are facing. Independent financial […]

Leaving a job? Don’t shun the free pension fund advice

Counselling saves money in the long run BY LAURA DU PREEZ – 13 June 2019 – 13:09 https://www.sowetanlive.co.za/business/money/2019-06-13-leaving-a-job-dont-shun-the-free-pension-fund-advice/ Life is busy. Calls and written information are easy to ignore, but time spent engaging with the information could prove invaluable in ensuring a decent pension for more than 30 years of your life in retirement. Your retirement fund is […]

Retirement fund defaults compete for your savings

Advisers worried about RAs, preservation funds and fees 11 JUNE 2019 – 05:10 LAURA DU PREEZ https://www.businesslive.co.za/bd/life/2019-06-11-retirement-fund-defaults-compete-for-your-savings/ Regulations oblige all retirement fund trustees to choose investments that are appropriate for the members, reasonably priced and competitive. New regulations under the Pension Funds Act are forcing retirement fund trustees to choose more cost-effective investments and annuities as […]

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