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Planning for your retirement

Many people don’t save for retirement early enough. This training allows you to have a proper plan in place to ensure you will comfortable in your golden years with a reliable monthly income.

This training session will cover the following:

  • Understanding your pension/Provident fund benefits.
  • Preserving benefits on resignation.
  • Tax consequences of early withdrawal.
  • How do I save for retirement?
  • Deductible contributions.
  • What happens if I pass away before retirement.
  • Maximising tax benefits at retirement.
  • Options at retirement-Case study.

If you are interested, please complete your details below, and we will get in touch with you.

Embracing and making the most of your retirement

Our Embracing Retirement training deals with the emotional side of retirement. We aim to increase your chances of enjoying your retirement and making the most of this phase of your life.

This training session will cover the following:

  • Approaching the big day.
  • Understanding the wheel of life.
  • The big day has arrived.
  • Retirement letdowns.
  • Emotional phases of retirement.
  • After the big day and the rest of your life.
  • My aspiration lists.
  • Finding my new purpose.
  • Options at retirement – A case study.

If you are interested, please complete your details below, and we will get in touch with you.

Retirement Benefit Counselling

Pension and Provident fund members are faced with making very important decisions that will affect their long-term financial security when they resign or retire. Many members do not make the right decisions due to a lack of knowledge. Benefit counselling is the disclosure in clear and understandable language of the risks, costs and charges of the fund’s investment portfolios, the funds annuity strategy, how the fund handles preserved benefits. This ensures the member understands the benefits and costs to make an informed decision.

If you are interested, please complete your details below, and we will get in touch with you.

Understanding Defined Benefit Pension Funds

A defined benefit pension plan is a pension plan in which the Fund guarantees a specified pension payment  on retirement that is predetermined by a formula based on the employee’s ,earnings , service and age. This training is essential  for all members  who want  to understand their benefits to make informed decision. Some examples of Defined benefit funds are the Government Employee Pension Fund and the Eskom pension fund.

This training session will cover the following:

  • Difference between a Defined Benefit Fund and a Defined Contribution fund.
  • Can the government take my pension?
  • Understanding my benefit statement.
  • Pre 1998 Tax benefits.
  • What happens to my benefit on divorce.
  • Tax implications on Resignation, Retrenchment, Death and Retirement.
  • Options on death.
  • Options on Withdrawal.
  • Options on Retirement.

If you are interested, please complete your details below, and we will get in touch with you.

On-line webinars
From R395.00 per delegate

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What our clients have to say...
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Very informative. We must do a refresher twice a year

Precious Ngubeni
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Well presented, very informative

Simon Phalane / Primedia Outdoor
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Very insightful course . Very impressive

Olivia Veryn
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Course was an eye opener

Sonia
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I absolutely loved the presentation

Ravi Naicker
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Very happy. I needed this information right now

Brenda Zondo
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Informative I will make better financial decisions in future

Alvina Anamalay / FNB Homeloans
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Workshop was very helpful

Zanw
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Learnt a lot about budgeting. I commit to not overspend

Joyce Diphoko
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Interesting and enlightening course. Felt like it was tailor-made for me

Henri

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