Blending annuities
Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.
How to stretch retirement savings without chasing unrealistic returns
Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
Enhancing post-retirement income with discretionary solutions
When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
The Crème de la Crème – meet our three finalists
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®
Reimagining retirement
As financial advisers, helping clients navigate retirement planning is one of the most impactful roles they play. Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, believes there is a better way for clients to plan and structure their finances when they retire by ensuring a sustainable income and blending the need for certainty and flexibility.
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
The evolving landscape of retirement income
As the retirement environment continues to evolve, blended annuity strategies offer a more resilient, diversified approach to income planning. By Rocco Carr, Business Development Manager, Glacier Financial Solutions
South Africa’s retirement industry is proving its resilience
Henré Prinsloo, Head of Employee Benefits and Actuarial Consulting at Momentum Corporate discusses the major trends impacting the local retirement fund industry and how recent regulatory changes have tested its resilience.
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The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.
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Terebinth Capital
Founded in 2013, Terebinth Capital is a research-focused, client-centric money manager that is located in Bellville, Cape Town.
2026 FPI Professional’s Convention
Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.
SouthernCross Capital
SouthernCross Capital is 100% owner-managed and has an AUM of R450-million, broken down into R350-million hedge fund and long-only R100-million.
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