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Homeliving annuities

Posts tagged: living annuities

money-2

It’s time that treasury stopped being short-sighted when it comes to the wealthy!

March 7, 2018
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

A few years ago, during the National Budget Speech, government put a cap of R350k pa on retirement contributions. It appears that no one at treasury has given this much thought as it only really affects the top few % of the population (first world pr

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Diversification

A case for higher offshore weighting within a living annuity?

October 21, 2017
by Gregg Sneddon EquitiesFeaturedFinancial Education

There is this strange phenomenon in SA called Regulation 28 that is applied to retirement funds. It stipulates that retirement fund members may not have more than 75% of their funds in equities and no more than 25% of the fund invested offshoreIronic

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penalty

To pay a penalty or not?

April 13, 2017
by Gregg Sneddon EquitiesFeaturedFinancial Education

A client of mine presented a potential dilemma to me. He has a living annuity through Liberty Life but also has the bulk of his living annuity funds on a LISP platform. He was wanting to move the Liberty one to the LISP and consolidate his investment

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