Retirement

Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Source; CNava Premium photos. family stock photo

Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
retirement stock image. Source: Canva

Life after work

Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement.
image of Elrina Wessels

The 2-pot system: An opportunity for advisors to support members’ goals

Elrina Wessels, Principal Strategic Clients at Alexforbes, emphasizes that the two-pot retirement system offers a significant chance to enhance the financial well-being of low to middle-income individuals, with the financial advisory sector being pivotal in this process.
Fareeya Adams

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
Coronation two-pot reform

Two-pot reform: Resist the urge to access your retirement annuity savings...

"Understand that any withdrawal is a costly advance on your ultimate retirement benefit" writes Pieter Koekemoer, head of Personal Investments at Coronation.
Kenny Meiring

Consider the pros and cons of life and living annuities

Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
retirement stock image source: CANVA

Blending security and flexibility for retirement 

One crucial decision people face at retirement is choosing an annuity. We’ve reimagined retirement to make the choice easier, writes Martin Riekert, head of retail investments at Momentum Investments.
note pad with the words "retirement plan" written on it and other tools.

Getting SARS to sponsor your retirement

Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
Image_Lourens_Coetzee

How to retire in a volatile market

Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.
Stian de Witt, Head of Financial Planning at financial advisory firm NMG Benefits

How to support your ageing parents financially

Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.
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Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications

2025 Financial Planning Summit

Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first Bitcoin Treasury Company

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.
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