Momentum Unisa Financial Wellness Insights |Education, empowerment & action

https://www.momentum.co.za/momentum/campaigns/general/science-of-success-2020/unisa-insights-education-empowerment-action

There’s a recipe for financial success. With the right financial education you can be empowered to take action and succeed at achieving your financial goals.

Retirement savings: divorced spouse’s rightful claim

https://www.moneyweb.co.za/financial-advisor-views/retirement-savings-divorced-spouses-rightful-claim/

A divorcee can lay a claim to a portion of their partner’s monthly pay-out from a living annuity.

Bank or insurance company: Which is best to preserve your provident fund?

https://www.moneyweb.co.za/qa/advisor-questions/bank-or-insurance-company-which-is-best-to-preserve-your-provident-fund/

The company is not as important as the financial planner who is going to manage your funds for you.

Rattan Risk & Investment Consultants

Buy additional years of pensionable service, or put money into an RA?

https://www.moneyweb.co.za/qa/advisor-questions/buy-additional-years-of-pensionable-service-or-put-money-into-an-ra/

And what are the pros and cons of both?

All-risk insurance | Personal items insurance | Momentum

https://www.momentum.co.za/momentum/personal/products/car-and-home/personal-belongings-insurance

Get an online quote to cover belongings you take outside your home in South Africa. Get cell phone insurance or cover portable possessions like your jewellery or bicycle.

[TOP STORY] Provident fund annuitisation (due March 1) explained

https://www.moneyweb.co.za/moneyweb-radio/moneyweb-now/top-story-provident-fund-annuitisation-due-march-1-explained/

‘People who have already emigrated through the SA Reserve Bank are able to access their funds’ – Faeeza Khan, senior specialist legal marketing at Liberty.

What is the tax benefit of an RA? – Maya on Money

https://mayaonmoney.co.za/2021/01/what-is-the-tax-benefit-of-an-ra/

A reader wonders about the tax implications of investing less in an RA, and more in offshore discretionary investments.

Calculating your estate duty

https://www.moneyweb.co.za/financial-advisor-views/calculating-your-estate-duty/

Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.

How a reduced income could affect your retirement fund

https://www.iol.co.za/personal-finance/retirement/how-a-reduced-income-could-affect-your-retirement-fund-25236ce9-62c8-4eb5-b7f4-e8325302ce93

Many South Africans have lost their jobs in 2020 and more still fortunate enough to be employed, face salary cuts or reduced hours of work, as companies and organisations try to survive a profoundly challenging economic year. … See more