The goals you set for yourself change the same way your life, work and family need to change and grow.

Sometimes you choose to make changes and at other times changes happen to you. Either way, good information, support and financial advice at the right time can help you make informed decisions that are right for you. Connecting our understanding of money matters, your needs and goals, and the right solutions forms our proven recipe for more financial success (and is at the heart of what we do).

Investing for a goal

Living a life of impact and making an impact in your life all starts with the kind of goals you set out to achieve. From weddings to anniversaries, births to birthdays, schooling to university, moving home or moving across borders – the right plan built on advice, informed by unrivalled insight, will connect you to it all.

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Keeping your retirement on track

You may be starting a new job, changing employers, or getting ready to retire. For each of these important milestones in your working life, what your retirement looks like depends on:

  • the decisions you make about how much you save
  • what you do with those savings when moving between employers
  • when you ultimately decide to retire

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News, events and insights

  • Insights that matter
  • Press releases
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Member Insights

Member Insights

Member Insights – a survey analysing membership activities and behaviours towards saving for retirement

 

A total of 65% of members aged between 20 and 30 are expected to have a replacement ratio below 60% of pensionable income.

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Medical Aid Insights

Medical Aid Insights

Medical Aid Insights – a comprehensive view of the performance of the South African medical scheme industry

 

How do you know which medical aid is right for your employees?

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Manager Watch

Manager Watch

Manager Watch – a survey of retirement fund investment managers

 

How are institutional fund managers performing?