Retirement

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Regulator confronts savings pot challenges and legacy pension fund issues

09 December 2024 | General

Three insights crystalised as your writer mulled the latest regulatory update around the ‘deluge of savings pot withdrawals’ taking place since the 1 September 2024 implementation of the two-pot retirement solution.

A two-pot holiday is more expensive than a credit card getaway

05 December 2024 | General

Therèse Havenga, Head of Business Transformation at Momentum Savings, sets out how much a holiday can really cost you.

5 key risks to consider in retirement planning

05 December 2024 | General

Retirement should be a time of financial freedom, enjoyment and spending more time with family and close relatives, however, without proper financial planning, it can come with serious risks and consequences.

Resisting the lure of the two-pot cookie jar this festive season

29 November 2024 | General

With Black Friday and the festive season fast approaching, consumers may be considering using their two-pot retirement savings component to splurge. However, Allan Gray’s Richard Carter cautions against dipping into your retirement investments for holiday spending, as this could undermine your long-term retirement goals.

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Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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