Home insights


What the new tax laws mean for sustainable retirement

South Africa’s retirement savings shortfall is both well-documented and alarming. To make it easier for people to save adequately for retirement, government recently introduced the Taxation Laws Amendment Act. Andrew Davison, Head of Advice, Old Mutual Corporate Consultants, explains the implications of the new Act.

Why business awards matter

Whether you’re a financial planner, fashion designer or fireman, awards are a great way to enhance your reputation, boost company morale and maintain talent.

CFP® – The most important three letters in financial planning

The CERTIFIED FINANCIAL PLANNER® professional designation is awarded by the Financial Planning Institute of Southern Africa (FPI) – a SAQA recognised Professional Body for financial planners – and it indicates that a financial planner has the necessary skills, knowledge and competencies to give advice impartially, professionally and ethically.

Built for better advice – Pitch perfect: How to be better...

In this episode, Iress talks to financial planning coach Yvonne Killian from Old Mutual Wealth and Jason Bernic of Insane! Prospecting about how financial advisers can build their confidence and their businesses by becoming better at prospecting.

How many of your clients really care about asset allocation?

What do your clients care about the most? Guy Holwill, CEO, Fairbairn Consult, asks the question: Wouldn’t it be better if you structured your conversations around the thing that matters most to your clients: whether they are on track to achieve their financial goals?

The new home of Momentum Investments

Fränzo Friedrich, Head of Marketing, describes the new Momentum Investments website, which contains a wealth of information that will help financial advisers, individuals and businesses navigate the world of investing, and help them make smarter choices.

The future of investing

Grant Locke, Head of OUTvest, describes how OUTvest helps financial advisors streamline the way they do business and thereby scale their advice practice, with a powerful white-label investment platform, designed from the ground up to focus on helping investors achieve their objectives.

How the Fourth Industrial Revolution is creating the need for new...

In this, the first of a four-part miniseries, Kenny Rabson, CEO of Discovery Invest, delves into the digital disruption of work and why it is contributing to an urgent need for a paradigm shift when it comes to planning for financial freedom.  

Forging financial futures at the University of Johannesburg

Sumaya Naidu is currently the programme manager for Financial Planning in her department at the University of Johannesburg (UJ). She speaks about the many initiatives implemented by her department to advance the career development of their students.

To withdraw or not to withdraw?

National Treasury has mentioned the possibility of amending the law to allow limited pre-retirement withdrawals. If it pushes ahead with these plans, FPI advises doing so with the utmost of caution.