Featured Articles
Banks & branches that have home affairs branches
For retired people who need to renew passports or get the new ID cards, the idea of going to a Home affairs branch and waiting in endless queues is a daunting task. Firstly the home affairs offices are not that easily accessible, parking is a problem and well, some f...
How to apply for a bridging loan against your pension or provident fund
Pension fund bridging finance lenders advance a portion of the expected payout to help cover immediate financial needs. The bridging finance industry is often high risk which means the terms are going to be favourable to the lender with a high cost of lending...
How to be sure you are not being scammed by an unclaimed benefit tracing agent
The value of unclaimed benefits of around R88 Billion is owing to beneficiaries of various policy/investment types and a concerted effort is being made to distribute this money to the rightful beneficiaries. An injection into the economy of this money will do wonders...
Fund Administration Companies
Here you will find a list of the Retirement fund administrators by name. The Link in the name will direct you to the list of Funds thaey administrate.
List Of Ombudsman in SA
This is a comprehensive list of Ombudsman that cover the various areas of disputes including consumer credit, Banking and other ombudsman.
All the Banks & Branches with Home Affairs
The ability to apply for and collect a smart ID or passport at a bank branch near you is a game changer and for pensioners there are jump the queue benefits 🙂
Pensioner discounts
60 and over years old are considered pensioners in South Africa and many stores and services offer Pensioners a discount. Look at the offers.
Latest from Financial Planners
How to apply for a bridging loan against your pension or provident fund
Pension fund bridging finance lenders advance a portion of the expected payout to help cover immediate financial needs. The bridging finance industry is often high risk which means the terms are going to be favourable to the lender with a high cost of lending...
10 Ways to improve your position for retirement as you approach 60 years old
Many people lost large portions of the retirement savings by investing in the Sharemax scheme which has highlighted the position you may find yourself in as you enter retirement age. The sharemax scheme may have been a monumental blunder by regulators and the NPA...
2 pot pension fund system discussed (video)
The 2 pot system has become extremely confusing for some people so a lengthy discission was had with financial planners and experts from Glacier by Sanlam, moderated by Balin Herman. This is by far the most comprehensive discussion with questions and answers from the...
Safeguarding Your Finances: Guide to Recognizing and Avoiding Financial Scams
With the growing of the digital age, so too has the proliferation of financial scams. Stats show that the amount of data available online is doubling every two years! With info available at the touch of a button, ensuring your financial safety requires vigilance and...
How your prension fund proceeds are distrubuted if you die before retirement age
In South Africa, the payment of retirement fund proceeds on premature death is governed by the Pension Funds Act of 1956. When a member of a retirement fund dies before reaching retirement age, the benefits are not automatically paid out according to the member's...
Retirement Visa’s available to South Africans in Europe
Have you ever thought that it would be nice to go and spend some time in Europe to enjoy your hard earned cash, experience other countries and cultures and generally do a whole lot of travelling without having to come back to South Africa every 3 to 6 months, but to...
How life expectancy has increased over the last 100 years
The average age at death worldwide, often referred to as life expectancy at birth, has significantly increased over the last 100 years due to advancements in healthcare, sanitation, nutrition, and living conditions. Below is an approximate overview of global...
Retirement investing strategies in your 20’s, 30’s and 50’s
What you need to consider when investing for retirement Target Amount You aim to have accumulated an amount that will afford you the lifestyle you deserve at your desired retirement age. This gives you a goal to work toward and should be discussed and calculated with...
10 Ways to improve your position for retirement as you approach 60 years old
Many people lost large portions of the retirement savings by investing in the Sharemax scheme which has highlighted the position you may find yourself in as you enter retirement age. The sharemax scheme may have been a monumental blunder by regulators and the NPA...
2 pot pension fund system discussed (video)
The 2 pot system has become extremely confusing for some people so a lengthy discission was had with financial planners and experts from Glacier by Sanlam, moderated by Balin Herman. This is by far the most comprehensive discussion with questions and answers from the...
Post retirement work opportunities
Photo by Vanessa Garcia There are many work opportunities available for retired people, whether you are a professional, an administrator, customer services, sales person, have a flair for the arts or simply good at something. The opportunities are literally...
How your prension fund proceeds are distrubuted if you die before retirement age
In South Africa, the payment of retirement fund proceeds on premature death is governed by the Pension Funds Act of 1956. When a member of a retirement fund dies before reaching retirement age, the benefits are not automatically paid out according to the member's...