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[vc_row][vc_column][vc_column_text]Losing your income may be beyond your control, but you do have control over the next steps you take – and they could dictate your future financial health. Glacier by Sanlam has some points for you to consider before you cash in your retirement fund. 1. Don’t rob your retired self Glacier Business Development Manager […]
[vc_row][vc_column][vc_column_text]Opening up a window of opportunity to invest in the Sanlam Cumulus Echo Retirement plan![/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_single_image image=”1258″ img_size=”full” alignment=”center”][vc_single_image image=”1257″ img_size=”full” alignment=”center”][/vc_column][/vc_row]
[vc_row][vc_column][vc_column_text] This document contains a summary of the conditions covered by the product and benefits under our illness insurance range, as well as the payout percentages you can claim for. For easy navigation, we’ve broken the sections up into body systems and colour-coded each of them. You can use this document to help you decide […]
Status match allows new Momentum Multiply members tohave their current Discovery Vitality status matched until theend of 2021, subject to the following rules: • The campaign period during which members can join andhave their status matched will be from 1 January 2021 to30 June 2021. • Clients must be new Momentum Multiply members and have […]
Government has implemented a number of retirement fund reforms over the last few years inorder to promote a culture of savings and ensure retirement fund members have enough money toretire comfortably. Three further changes will come into effect on 1 March 2021. The first changewill require provident fund members to take a portion of their […]
[vc_row][vc_column][vc_column_text] Personal Income Tax The 2021 Budget brings about adjustments to the income tax brackets to support economic growth. One of the most positive outcomes of the Budget was the above-inflation increase of the personal income tax brackets, of 5%. Most of the relief brought about by this increase will be felt by the lower […]
An account designed with you in mind You get the benefit of both a transaction account and a credit card account, joined by a single credit facility to split between your credit card and overdraft as you like. You get up to 55 days of interest-free credit on select credit card transactions. Your monthly […]
Source: https://www.sanlamintelligence.co.za/retail/exactly-how-much-tax-will-a-tax-free-account-save/ In 2015 National Treasury introduced tax-free savings accounts to reignite a savings culture among South Africans. Designed to encourage long-term savings while giving you access to your funds at any time, these accounts offer flexibility and tax savings, and unsurprisingly the take-up has been good. Still, many South Africans hold long-term savings in […]
📁 Investing in a Retirement Annuity (RA) is wise Maximizing tax benefits by investing in retirement annuities & tax-free investments: SECURE A COMFORTABLE RETIREMENT ☑️ It gives your retirement savings plan a kickstart.If you invest in an RA as well as your employer retirement fund, you create a larger pot of retirement savings […]
2020 has been a year unlike any other. The COVID-19 pandemic forced many people to reconsider their financial plan and make financial decisions that would not have ordinarily been made. In this issue we look at why cancelling life cover is a non-negotiable, especially if you have loved ones and/or debt. Market conditions should […]