Newsletters
2025
Quarter 1 • 2025
Two-pot system updates
Although the two-pot system was introduced over six months ago (on 1 September 2024), many South Africans still struggle to understand how the new system operates.
MORE FROM THIS NEWSLETTER:
Securing your retirement
Some steps that you can take to secure your retirement. We recommend that you speak to a certified financial planner to help guide you.
Some simple money tips for a better 2025
Some simple money tips for a better 2025 – such as managing your debt and starting an emergency fund, to avoid dipping into your savings if you are in distress.
Portfolio performance
Over the long term (seven years or more) the Balanced Growth Portfolio has earned an investment return higher than inflation but has not reached the 5.5% target.
The impact of the second Trump presidency
Will Trump’s presidency affect global and South African markets? Our article explains why it is difficult to tell.
2024
2023
2022
CREATE A MONTHLY BUDGET
ACCESSING YOUR RETIREMENT SAVINGS
THE VALUE OF FINANCIAL ADVICE
REMAIN INVESTED
RESISTING LIFESTYLE CREEP
AVOID MONEY MISTAKES
LOOKING AFTER YOUR SAVINGS
REDUCE YOUR EXPENSES!
TIPS TO HELP YOU SAVE
DON'T CASH OUT YOUR RETIREMENT SAVINGS
Plan For Your Future
Preserving Your Retirement Savings Is Now Easier
Preserving Your Retirement Savings
Kickstart Your Savings Plan
Do you have an emergency fund?
Is your life up to date?
Are you saving enough for retirement?
Never cash in your pension savings
Your 4 kinds of death benefits
Life stages – saving for retirement