This analysis, gleaned from insights shared during the Equilibrium Quarterly Bulletin webinar, offers a nuanced exploration of the intricate interplay between electoral dynamics and economic projections in South Africa.

While the catalyst for allowing early access to one’s retirement savings was the economic hardship caused by the Covid-era lockdowns, utilising this option will be costly. It should ideally be reserved for periods of genuine financial hardship. Pieter Koekemoer, the Head of Personal Investments at Coronation unpacks the upcoming two-pot retirement system set to take effect in South Africa this September 2024.

The May election is critical, as it has a direct impact on future Policy decisions of the Government and how both local and international investors will view South Africa going forward.One should consider if business should be playing a more definite role in shaping policy as opposed to just commenting on it.

Estate planning must not be seen in isolation from your retirement savings, investment portfolio or business succession plan. All aspects of your financial plan ultimately serve the objectives of your estate plan.

Sanlam Foundation and WaFunda have partnered to provide 20 000 young people with free access to Blackbullion South Africa- a youth focused digital financial education platform.

Therèse Havenga, of Momentum Investo, reflects on the importance of balancing family responsibilities with financial planning. Recent reports show concerning trends in women's retirement readiness compared to men's.