Despite industry-wide initiatives to trace the beneficiaries and owners of unclaimed benefits, the quantum of unclaimed assets continues to rise annually.

Mbethe is a seasoned executive and business leader with more than 20 years of experience in the financial services industry.

Open communication about retirement planning is a valuable exercise. It not only keeps your family informed, but also builds a support network that can help you make well-informed decisions.

While the Two-Pot Retirement System will improve longer-term retirement outcomes, customers must be guided on the pitfalls of early access, advises Old Mutual Personal Finance Certified Financial Planner ® Henri Le Grange

Even though times are tough, with the cost-of-living skyrocketing and repo rates on the rise, cancelling a life policy should be a last resort.

South Africa’s dual retirement savings structure presents a growing challenge for women during maternity leave, as they often find their contributions to the employer-backed retirement fund dwindling or pausing entirely, negatively affecting their ability to save for retirement.