Dumo Mbethe, CEO - Momentum Corporate South Africans live in a time of crisis where they have to weather a poor economic climate, high inflation, and little improvement in the unemployment...
Financial Planning
Two-pot System: Latest Developments (November 2023)
Marius Du Toit, Managing Director - Efficient Benefit Consulting The retirement fund industry was for a second time, within a month, caught by surprise by proposals made and decisions taken...
Old Mutual navigates government policy reversal with unwavering commitment to Two-Pot Retirement System development.
Michelle Acton, Retirement Reform Executive at Old Mutual 22 November 2023: The parliament’s finance committee has decided to maintain the original implementation date of the Two-Pot...
Two-pot retirement system – Update on the implementation date
Mpho Kgomongoe, Legal and Technical Specialist at Simeka Consultants and Actuaries The SCoF (Standing Committee of Finance) hearing in Parliament to discuss and approve the two-pot retirement...
2 Pot Retirement System – Reset back to 1 March 2024
Lize de la Harpe - Senior Legal Advisor at Sanlam Introduction Tuesday 21 November 2023, in Parliament, the Standing Committee on Finance rejected National Treasury’s proposal to...
Two-pot: It’s the right time for a brave decision
Leanne van Wyk, Director, ICTS Legal Services (Pty) Ltd Parliament’s Standing Committee on Finance (SCOF) shushed Treasury’s concerns, deciding not to support the proposal to move the two-pot...
Six critical pillars financial advisers need to know when guiding their customers through early pension savings withdrawals
Henri Le Grange - Certified Financial Planner at Old Mutual While the Two-Pot Retirement System will improve longer-term retirement outcomes, customers must be guided on the pitfalls of early...
The two-pot system and your savings withdrawal benefit
Jaya Leibowitz, senior legal adviser at Allan Gray Big changes to the South African retirement system are coming, which may change how you interact with your retirement savings – including...
Volatility is all part of the investment journey
Wade Witbooi, Portfolio Manager at Glacier Invest Turbulence is one of the most robust tests of resilience and experience for a pilot transporting an entire airplane of passengers and this is...
SA women caught in the savings crosshairs due to the hidden retirement cost of maternity leave
Samantha Jagdessi, Head of Consulting Strategy & Best Practice at Old Mutual Corporate Consultants South Africa’s dual retirement savings structure presents a growing challenge for women...
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