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Points to Ponder

Proposed face-lift for CPI Significant changes have been proposed to the Consumer Price Index (CPI)
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Did you know that less than 6% of South Africans are able to maintain their standard of living after retirement?

Good news: from October 2007 the tax free portion of your retirement benefit increases from R120,000 to R300,000!
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So you’ve resigned? Make sure you sort out your benefits before you leave.

Did you know that you can continue your group life and disability cover when you leave your company arrangement without medical underwriting?

It is the first rand you invest that will provide you with the greatest return.

Your will is your last instruction and wishes to be implemented after your death. Make sure it is not 40 years old and out of date.

Will your business have the liquidity to pay your beneficiaries out on your death?

When is the last time you reviewed your financial plan?

A million rand cover sounds like a lot, but could provide your  spouse with less than R9000 a month to live on, after your death.

Can you trust your Trust? Investec Trusts warn of ‘sham trusts’
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Pension fund gets go-ahead to sue JSE for loss
The Joint Municipal Pension Fund has got the go-ahead from the High Court to
try to sue the JSE for the R1.9bn the fund lost when trading on the maize
futures market in 2003.
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Existing Retirement Fund Members

Members who are already members of funds administered by Liberty Life can obtain their Member Benefit Statements and Investment Summaries by following this link: Corporate Login

Please note: this requires that you know your fund and member numbers, and that your ID number has been loaded at the installation stage. If you have any difficulty accessing your information, please contact us so that we can assist you.

Individual Policyholders

For the convenience of our individual policyholders, we have defined a list of all major insurance companies’ individual member login pages.

Liberty Life

Discovery Life 

Momentum                   

Old Mutual              

Sanlam                        

PPS

Unable to find what you are looking for?
We can help by compiling a list of all your insurance holdings, with current and up to date values. This service is provided free of charge as part of our financial planning initiative.

Please contact us so that we can obtain your permission and details.
 
 
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