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5 trends transforming retirement planning in 2026
For decades, retirement was a single moment. You worked, you stopped, and life after 60 followed a predictable script. That script is changing fast. Global population trends, new career patterns,
Top insurance tips this festive season
Cape Town – According to reports, crime rates on average increase by an estimated 20% to 30% during December and January. House break-ins also spike, with some data showing as much
Futureproofing your access to quality healthcare: a multi-layered approach to healthcare funding
South Africa’s private healthcare landscape is under tremendous cost and supply pressures, forcing many consumers to rethink how they structure their healthcare financial plan to keep it affordable without sacrificing
SARS will soon know about every foreign property you own. Are you prepared?
The South African Revenue Service (SARS) is about to gain unprecedented visibility into your offshore life. A new global tax agreement means SARS will soon automatically receive detailed information about
How to retire comfortably in South Africa
Retirement planning in South Africa has become increasingly difficult, but it is not impossible for those who start early and make informed decisions to retire comfortably. Masegomotso Ramalosa, consultant at
Pensions and policy choices
A lot has changed over the past 90 years, especially in the quality and extent of human lives. The 90th anniversary of US President Franklin Roosevelt signing the Social Security Act
Shifting the savings curve: A behavioural blueprint for employers
Employers play a crucial role in retirement savings in South Africa. Many employers recognise the important role employer-arranged retirement investments, such as umbrella funds, can play in supporting employees’ long-term
How SARB’s new rules affect the transfer of South African-sourced income abroad
At the end of October 2025, the South African Reserve Bank (SARB) introduced material changes to the processing of cross-border income transfers. While intended to reinforce compliance and enhance alignment
Money matters: How better financial habits can boost your mental health
As South Africans grapple with rising costs, small, deliberate steps toward financial control can ease stress around finances and strengthen emotional resilience. As Mental Health Awareness Month approaches, conversations around
Raising retirement age in South Africa is key to closing the adequacy gap
The 2025 Old Mutual Corporate OnTrack data highlights a critical insight into retirement planning in South Africa – small, intentional changes in retirement fund design can significantly enhance employees’ long-term
#BreastCancerAwarenessMonth: Early detection is the cornerstone of combatting breast cancer
To reduce the morbidity and mortality from breast cancer, we should focus on constantly raising awareness and encouraging each other to normalise the practices that are part of our weapons
From emerging market to global powerhouse
Investing in China makes more sense than ever, particularly as it is no longer an emerging market. It is already the world’s largest economy on a purchasing power parity (PPP)