What does the Two-Pot System mean for my legacy
September marked the introduction of the two-pot system of access to retirement savings for South Africans. Capital Legacy National Manager of Succession Planning and High Advice, Ken Newport, explains how Two Pot will – and won’t – impact your legacy.
The two-pot (three-component) system
Kobus Kleyn, Kainos Wealth, emphasizes the significant implications of the new two-pot system holds for financial advisors and their clients.
Leveraging gamification for enhanced retirement preparedness among millennials
Prof. Liezel Alsemgeest, director at the School of Financial Planning Law at UFS, emphasizes that in the dynamic field of financial planning, innovative methods are crucial for engaging and educating today's workforce.
Post-retirement income options amid potentially higher inflation
Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.
The two-pot retirement system: looking beyond 1 September 2024
The two-pot system represents a pivotal change in how South Africans save for retirement. By encouraging preservation and providing early access to a portion of savings, the reform balances immediate financial needs with long-term retirement security.
The Two-Pot System will change the future of how we all...
South Africa is on the brink of a retirement crisis, with only 6% of the population prepared for a comfortable retirement. Starting September 1, 2024, the Two-Pot System will change retirement planning by allowing flexible access to savings.
Are you covered for a rising age and declining health?
Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
Life after work
Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement.
The 2-pot system: An opportunity for advisors to support members’ goals
Elrina Wessels, Principal Strategic Clients at Alexforbes, emphasizes that the two-pot retirement system offers a significant chance to enhance the financial well-being of low to middle-income individuals, with the financial advisory sector being pivotal in this process.
Reimagining retirement planning
According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
Advertisement
- Advertisement -
Most Popular
Anchor Capital brings high-conviction active strategies to the JSE in low-cost ETFs
Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure.
Unpacking the Investment Merit of Responsible Investing: A Webinar for South African Financial Planners
South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients.
Responsible Investing and Investment Merit
WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.
Ignore asset allocation at your peril
In their seminal piece titled Determinants of Portfolio Performance (1986), Brinson, Hood and Beebower set out to explain the variance of portfolio returns by deconstructing the quarterly returns of 91 large US pension plans over the period 1974 to 1983 into asset allocation and security selection decisions.
HUM South Africa 2026 – SHOW 18
Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
- Advertisement - 
