Making sense of the proposed two-pot retirement system
Where I Am? | Viewer ==> Making sense of the proposed two-pot retirement system

Allan Gray Unit Trust Management

  Allan Gray Unit Trust Management   Q1 of 2023 | 3 years ago

Under the current regime, if a member of an occupational pension or provident fund leaves their job, they are able to withdraw the full balance of their savings in the fund, subject to tax. Sometimes this money is desperately needed, especially when an employee is dismissed or retrenched and has no other source of income. However, even when changing jobs with no reduction in income, the vast majority of South Africans choose to cash out their pension or provident fund savings.


SA - MA - I
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Did You Know ?

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

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All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.