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.
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.
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A legend in the financial world retires
"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August.
Building a financial planning practice that outlasts its founders
Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group.
The client is the person, not their money
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.
Is your financial plan written for the woman you used to be?
The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.
Celebrating Blue Chip’s 100th edition
Lelané Bezuidenhout, CFP®, CEO,
Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.
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