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Retirement reform – what the delayed implementation means

By John Anderson, head of research and product development, Alexander Forbes Last week National Treasury announced that certain proposed retirement reforms, originally planned for 1 March 2015, are to be delayed to 1 March 2016 or possibly 1 March 2017. The impact of the decision to delay affects ...
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The five best and worst ways to spend your money

Careful financial management can be your ticket to a worry-free life, says financial services company Efficient Group, sponsor of the Investment & Retirement Expo, featuring the Property Expo. The trick is to know what to invest your money in, and what not to waste it on. It’s a misconception ...
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Draft Tax Law Amendments

There will be in a delay in the implementation of preservation reforms, including the increase in the contribution cap to 27. 5% announced earlier, as well as the simplification of contributions between the different retirement funds and between employer and employees. On 16 October, the National Treasury ...
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Bad news on the cards for taxpayers – Old Mutual Wealth

Taxpayers must prepare to further tighten their belts following the first Medium Term Budget Policy Statement from Finance Minister Nhlanhla Nene. Izak Odendaal, Investment Analyst at Old Mutual Wealth, says while there could be some feedback from the Davies tax committee on Wednesday, actual changes ...
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Private Equity and the Growth of Pension Funds Provide a massive Opportunity to Finance Investment in Africa

MARRAKECH, Morocco: Africa may be flavour of the month but in relative terms still attracts a small percentage of Private Equity and international investment capital. In a plenary at the Africa Development Forum in Marrakech focusing focused on Private Equity, Mike Casey, the Founding Director, EMPEA ...
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From The Glossary »

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Policy:

The legal document, issued by the insurer to the policyholder, that outlines the conditions and terms of the insurance. Also called the contract.
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