The South African Parliament is on the verge of passing a groundbreaking bill that could reshape how citizens access their retirement savings. The National Council of Provinces (NCOP) recently adopted…
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The South African Reserve Bank recently confirmed that they are investigating the possibility of launching a “digital rand” and that this research should be complete sometime next year. A rising…
If you’re wondering whether it’s possible for you to transfer funds from a retirement annuity (RA) to a preservation fund, you’ll be pleased to know that we’ve got the answers…
The focus and intent of this document is to collaborate with National Treasury and the South African Revenue Service (SARS) with the view to share our learnings obtained whilst extensively…
Retirement annuities (RAs) are designed with long-term saving in mind. Legislation surrounding the governance of RAs is extremely strict, and access to the funds in your retirement annuity is tightly…
If you’ve moved to the UK or a move is in the cards for you, one of the things you’re going to have to think about when planning your future…
The good news is that you are entitled to cash in your retirement annuity if you have emigrated from South Africa. You may have left South Africa a couple of…
Even though the rules around accessing your retirement annuity are fixed, South African expats can legally access and transfer the proceeds of their South African retirement annuity abroad. Here’s what…
On home soil your options are limited, but once you emigrate, you’re entitled to cash in and transfer your retirement annuity funds abroad. Here’s what expats need to know about…
Spain is one of the top retirement destinations in the world and if the idea of relaxing on a warm, sunny beach, while enjoying a laidback lifestyle and a low…