A stress-free retirement starts with proper retirement planning. Here’s what you need to know.
Get expert advice on retirement planning that will connect you to the future you want.
Saving for retirement requires disciplined long-term saving and an appropriate investment strategy. Knowing exactly how much to save for how long and deciding which investment vehicles to use to help you meet your retirement goals requires careful planning and specialist expertise. Our globally integrated advice can help ensure you make the right savings decisions appropriate for your needs, circumstances and life stage, so that you can enjoy a stress-free retirement.
Here are some things to consider that we can advise you on:
23 November 2021
We also recently hosted a webinar where our panel of experts connected you to insights about a new way of looking at retirement. Instead of focusing on the end of a career or formal employment, more people now choose to concentrate on what they plan to do in their ‘second phase of life’.
Click on the video to watch a recording of this webinar.
We can connect you to tax-efficient ways to help you enjoy the retirement you deserve.
While there is no such thing as a free lunch, tax breaks are available to all South African taxpayers and provide an excellent opportunity to enhance investment returns and make your money work harder – whether you are starting to save, are approaching retirement or are already retired. It is however important to get professional advice before you invest to ensure you make the best decision for your specific needs.
For expert, personal advice, speak to your wealth manager or ask us to call you.
Three tax-efficient solutions to improve your returns
|Retirement annuities (RAs)|
|RAs are ideal if you want to save on tax costs and boost your long-term retirement savings.||
|Tax-free savings accounts (TFIs)|
|TFIs enable you to save tax-efficiently through simple, low-cost, accessible investments.||
|Both RAs and TFIs offer you the following:
|Endowments offer a tax-efficient and useful estate planning solution.||
Want to know more? Here's what to do:
Learn more about retirement planning
The below videos address some of the key questions and topics relating to successful retirement planning – we hope you will find these useful:
|Simply click on any of these links to view the videos.
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