Financial Planning Institute (FPI)
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority recognised professional association for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certifications and has been approved by the South African Revenue Service (SARS) as a Recognised Controlling Body (RCB).
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Second surge of savings pot withdrawals
While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
Gen Z and Millennials are quietly disrupting the insurance industry
A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market, writes Alain Nathan, Divisional Executive: Commercial and Private at GIB.
Institutional Investment Insights Conference 2025
This conference is specifically designed for senior pension CIOs, asset/liability specialists, DFM’s, multi managers, family offices and trustees.
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