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Time for advisers to wade into the two-pot advising opportunity

20 February 2025

At least a third of South African retirement fund members are already planning to dip into their savings pots for a second time following the 1 September 2024 implementation of the two-pot retirement solution signalling a once-in-a-generation opportunity for the financial advising community. Your entry point could be the insights and trends study shared by Alexforbes: it is based on 8200 comprehensive survey responses and a data analysis of over one million members.

The impact of retirement planning on your estate and your loved ones

04 February 2025

Retirement planning should be top of mind for all South Africans. However, retiring comfortably is no easy feat for the vast majority of our country’s working population. Interestingly, statistics have shown that very few South Africans (as little as six percent) are able to retire comfortably1, and many retirees go without the essentials that most take for granted.

How to use retirement savings to pay less tax

23 January 2025

With tax season here, you might be wondering how to make your money work harder for your future while reducing your tax burden today.

Retirement planning through different life stages

23 January 2025

Retirement planning is essential at every stage of life, but the focus will evolve as circumstances change. It needs attention throughout your lifetime – as your life changes, your retirement planning needs will also change.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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