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With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Offshore isn’t always greener: who would have thought it?
When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns:
Multi-Asset Co-Portfolio Managers at Mazi Asset Management
The two-pot system: One year on
Across the 1.1-million actively contributing members administered by Alexforbes, more than 650 000 savings pot claims worth R9.5-billion were processed in the first year. Article by Vickie Lange: Head of Corporate Best Practice at Alexforbes
Retirement savings: Realising the power of women’s financial independence
Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
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.
Why umbrella funds belong in your EVP strategy
Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens.
Timing [time in] is everything
It is important that investors do not derisk their portfolios too early and reduce their potential returns as they could face financial shortfalls in their later years. Grant Alexander, Founder and Director at Private Client Holdings explains why.
Two-Component Retirement System
Pamela Wolmarans, Head of Pension Actual at Independent Actuaries & Consultants, explains that the Two-Component Retirement System aims to strike a balance between providing access to "emergency funds" and promoting mandatory savings for retirement.
Key insights on two-pot retirement system
Alexforbes released key insights and trends from the implementation of the two-pot retirement system, a significant change to South Africa’s retirement fund sector introduced on 1 September 2024.
Addressing key risks in a retirement portfolio
One of the challenges advisors face when preparing and managing a client’s retirement plan is to reduce the risk of the client running out...
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Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
Independent Investment Solutions
Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
Catering for bespoke needs
Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.
The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
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