Retirement Preservation
latest news & developments
The theme of the IRFA conference is ‘The Retirement Ecosystem: You Have The Power’
An ecosystem is a complex system of living organisms, their environment and all of their interrelationships in a particular unit of space
Institute of Retirement Funds Africa’s (IRFA) conference
Influences that affect the retirement fund ecosystem will be in the spotlight
High rate of compliance allows for rapid investment
Compliance with pension payments is high, despite high staff turnover
Collaboration necessary to resolve South African savings crisis
Promoting a culture of saving can help to turn the economy around – particularly for African women
Shortage of UK care homes creates opportunities
There’s a growing population of pensioners seeking community retirement
Flexibility vs costs
Should you move your retirement fund to the new company or invest in a preservation fund?
The R1-million tax bill
The tax consequences of cashing in your retirement fund.
Preserve or settle debts?
If you don’t have an income should you use your pension to settle your debts?
Preserving vs cashing in
What to do with your retirement funds when you move abroad.