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.

Fareeya Adam

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.
Mathew Marrian

The future of retirement planning: two-pot system insights

According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
Head of Equilibrium

Consider paying off debt prior to retirement

Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
A new horizon

A new horizon

The Three Piggy Bank system and the future of retirement planning in South Africa, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
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Choosing the right hedge fund

Investment strategy, track record, risk management, investment team, fees and a thorough due diligence are key considerations when choosing a hedge fund.

Midlife recalibration: guiding clients through the midlife transition

Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone.

For the people

At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks.

Independent financial advice: the power of choice

Independent advisors offer unbiased recommendations, holistic planning across financial needs, support through life transitions and peace of mind.

Why starting at the end is so important

Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.
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