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...
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.
Advertisement
- Advertisement -
Most Popular
From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South...
Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth.
2026 ETF Evolution Report: A closer look at UCITS ETFs in the European market
Europe’s booming UCITS ETF market presents new opportunities and challenges for issuers seeking investor access, writes Niki Giles, head of strategy at Prescient Fund Services
Retrenched, widowed or suddenly on one income? Navigating the financial aftermath
Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change.
Living with your partner? Why women may carry more financial risk
As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.
The case for gold in building portfolios
Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.
- Advertisement - 
