Retirement

The Ultimate Guide to Living Annuities in South Africa: Retirement Income, Risks & Best Strategies

A living annuity offers retirees flexibility in managing their retirement income, but choosing the right strategy is crucial to ensure your savings last. From withdrawal rates and market risks to low-cost investment options, this guide unpacks the key factors to consider when structuring a sustainable living annuity. We explore the best performing funds, the risks of relying solely on balanced funds, and how to navigate fees, longevity risk, and portfolio construction for a secure retirement.

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Henceforward Retirement Insights 2025
Retirement

Henceforward Retirement Insights 2025: Your Guide to Navigating Retirement with Confidence

Unlock your journey to a secure, informed retirement with your FREE copy of the Henceforward Retirement Insights 2025 Report. Tailored to navigate the complexities of retirement finances, this report is your comprehensive guide through significant decisions and strategies. From managing cash and taxes to understanding annuities and navigating market risks, it empowers you with the knowledge to transition smoothly into your golden years. Dive into proven strategies, decode the impact of fees, and shape your retirement with confidence.

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Financial Planning for Retirement Financial Advice for Retirement Planning
Retirement

Financial Planning for Retirement: 10 Essential Tips For Long-Term Success

Are you on track for a secure retirement? Discover the latest strategies in retirement planning, from dynamic income withdrawals to global investment trends. Whether you’re just starting or fine-tuning your plan, these expert tips will help ensure your financial future is on solid ground. Don’t miss out on key insights that can make all the difference for your golden years!

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20 Wost Performing Balanced Funds in South Africa today
Retirement

20 WORST Performing Balanced Funds in South Africa

Recently, we published a piece on the 5 worst-performing BIG balanced funds in South Africa, where we defined “BIG” as a fund with over R5 billion in assets. In this piece, we’re extending that focus to review the 20 worst-performing balanced funds, irrespective of fund size

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GEPF Retirement Benefit and Options from Henceforward
Retirement

GEPF Retirement Strategies

Are you a South African government employee gearing up for retirement? Understanding the Government Employees Pension Fund (GEPF) is pivotal for securing your financial future.

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Investment Advice for Retirees
Retirement

Investment Advice for Retirees: Navigating a New Terrain

As you approach or enter the golden years of retirement, the rules of the investment game undergo a significant shift. No longer are you climbers, scaling the capital growth mountain with our eyes fixed on the peak. Instead, you find yourself on the other side, carefully navigating that descent with the goal of ensuring your financial resources last as long as you do.

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