How RAs work, provider reviews, consolidating several RAs and what to do with them at retirement.
Alexander Forbes is one of South Africa's largest financial services and employee-benefits administrators. They manage group pension and provident...
14 min read
A retirement annuity is a tax-advantaged savings product that lets you build capital for retirement outside an employer pension or provident fund, with...
12 min read
An FNB Retirement Annuity is a tax-advantaged retirement savings product offered by First National Bank, structured as a unit-trust-based investment...
14 min read
The Momentum Retirement Annuity is a tax-advantaged retirement savings product offered by Momentum, one of South Africa's major long-term insurers. It...
14 min read
A Liberty Retirement Annuity is a tax-advantaged retirement savings product offered by Liberty Group, one of South Africa's largest insurers, that...
14 min read
The 10X Retirement Annuity is a low-cost, direct-to-consumer retirement annuity offered by 10X Investments, a South African asset manager built around...
14 min read
The Sygnia Retirement Annuity is a tax-advantaged retirement savings product for South Africans, built on low-cost passive index funds with total...
13 min read
The Allan Gray Retirement Annuity is a tax-advantaged retirement savings product from one of South Africa's largest independent asset managers. It...
14 min read
You can move your retirement annuity savings from one provider to another without triggering a tax bill, as long as you use a Section 14 transfer. This...
11 min read
The Discovery Retirement Annuity is a tax-advantaged savings product issued by Discovery Life Limited. It lets you build retirement capital with...
16 min read
A Sanlam retirement annuity is a tax-advantaged savings product issued by Sanlam Life Insurance that allows South African individuals to save towards...
15 min read
The Old Mutual Retirement Annuity is a long-term, tax-advantaged savings product built to help South Africans build retirement capital outside of an...
16 min readThe articles explain the rules. A consultation applies them to your funds, your tax and your family. Tell me a little about your circumstances and I will let you know how I may be able to assist.
