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Two-pot reforms: implications for financial planners

18 September 2024

Much has been written about the significant changes resulting from the new two-pot retirement fund system that went live on 1 September 2024.

The importance of early planning and preparation when exiting the business, you built

24 June 2024

As a business owner, the idea of exiting your company may seem like a distant dream, especially when you're focused on achieving success and growth. However, planning for your eventual departure is a critical step that should begin long before you're ready to leave.

Financial advisers must embrace strategic customer management in two-pot system

14 August 2023

The two-pot system necessitates a recalibration of business models for financial advisers, and by adapting advice strategies to accommodate the new structure's implications, advisers can provide effective guidance to their customers.

Financial advisers can help keep the lid on customers’ retirement savings pots

09 May 2023

Local financial advisers have another opportunity to demonstrate the value of their advice as they guide customers through National Treasury’s two-pot retirement funding system, which goes ‘live’ from 1 March 2024.

quick poll

Question

Discovery’s 2024 data highlights suicide and motor vehicle accidents as leading causes of unnatural death claims. Which of these insurance planning priorities do you find most relevant in practice?

Answer

Choosing best-in-market product Cover from an early age Structuring risk-appropriate cover Supporting clients’ mental wellbeing

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