Brought to you by Financial Planning Institute of Southern Africa
14 March 2023
Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.

DFM Round Table Discussion


Lead Features

Retirement

FPI Retirement and Investment Masterclass

Learn from industry experts in the FPI's Retirement & Investment Masterclass...

Investment

Maximising offshore allocation in a living annuity

South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments....

Retirement

Rethinking retirement

South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services....

FPI Updates

Our profession must help the profession grow

A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future....


Thought Leaders

FPI Retirement and Investment Masterclass

Learn from industry experts in the FPI's Retirement & Investment Masterclass...

Maximising offshore allocation in a living annuity

South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments....

Latest Ebook


Investment

FPI Retirement and Investment Masterclass

 

Maximising offshore allocation in a living annuity

 

Rethinking retirement

 

Our profession must help the profession grow

 

*|LIST:DESCRIPTION|*

Unsubscribe *|EMAIL|* from this list.

Copyright (C) *|CURRENT_YEAR|* *|LIST:COMPANY|* All rights reserved.
*|HTML:LIST_ADDRESS_HTML|*

*|IF:REWARDS|* *|HTML:REWARDS|* *|END:IF|*