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What happens to your pension fund money when you die?

What happens to your pension fund money when you die?

Pension funds fall into a different category of your estate when you die and any value of the fund at time of death or death benefit amount in your pension fund can not be bequeathed to anyone as with other assets. The unfortunate thing about a death benefit claim is...

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Latest from Financial Planners

Should I be Investing Offshore?

The Rand is one of the most tradable and most liquid currencies in the world., let us not forget this. The Worlds financial markets are highly sophistacated finncial systems and when we consider that SA debt is denominated in ZAR and not in US$, it makes ZAR...

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Should I be Investing Offshore?

Should I be Investing Offshore?

The Rand is one of the most tradable and most liquid currencies in the world., let us not forget this. The Worlds financial markets are highly sophistacated finncial systems and when we consider that SA debt is denominated in ZAR and not in US$, it makes ZAR...

read more
South Africa’s Retirement problem

South Africa’s Retirement problem

South Africa has a unique retirement industry where the creation of a viable black middle class was a top priority after 1994. The Government made unsecured lending a priority to encourage employed black people to access finance and start building an asset base....

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Unclaimed pension fund benefit search

Unclaimed pension fund benefit search

Unclaimed pension fund benefits amount to a whole lot of money which is sitting in the coffers of the Insurance companies awaiting distribution and you could be one of the lucky ones who is able to collect. Here is the process to follow in order to make a claim for...

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Where is the money for State expenditure going to come from

Where is the money for State expenditure going to come from

We hear from the State that they are going to be spending huge amounts of money bailing out State owned enterprises, are going to spend on roads, housing and social upliftment programs. We hear demands from unions on unsustainable wage increases and threats to shut...

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