On 21 July 2024, President Cyril Ramaphosa signed the Pension Funds Amendment Bill (PFAB) into law, marking an important milestone in South Africa's retirement reform. This new legislation paves the way for the two-pot retirement system, which aims to...
Attending industry conferences can be a game changer for professionals across various fields. These events offer a unique blend of learning, networking, and personal growth opportunities. Industry conferences bring together professionals, experts and...
At the early stages of the Covid-19 lockdowns, the Organisation for Economic Co-operation and Development (OECD) in June 2020, published a paper called “Retirement savings in the time of COVID-19”. It identified amongst some of the main challenges arising...
“Join us as we move forward, 'Better Together,' towards a future filled with promise, progress, and prosperity for all.”The Institute of Retirement Funds Africa (IRFA) has introduced its new brand identity, centred around the tagline "Better Together." IRFA...
The Office of the Pension Funds Adjudicator (OPFA) is inter alia subject to the functions of both the Financial Services Tribunal (FST) and the Ombud Council. These bodies have been established with the adoption of the twin peaks model of regulation in South...
Recently, I had the privilege of chairing the Financial Planning Standards Board's (FPSB) global Chief Executive Committee meetings, where representatives from various regions shared updates about the financial services industry within their territories....
We're already well into mid-quarter one of 2024, a year that began with robust hearings by the Standing Committee on Finance (SCOF) in Parliament, primarily focusing on the 2023 Tax Laws. We have the budget speech on 21 February 2024 - by the time you read this...
Considering the levels of financial literacy in South Africa, beyond retail products such as banking accounts and mortgage loans, it is imperative that all who encounter a financial consumer immediately satisfy themselves that the consumer understands the basic...
As we step into 2024, the Institute of Retirement Funds Africa (IRFA) adopts a guiding principle that is both a vision and a mission: "Better Together." This theme transcends being a mere motto; it is the north star for all of IRFA's initiatives throughout the year....
Lelane Bezuidenhout, CFP®, Chief Executive Officer,Financial Planning Institute of Southern Africa (FPI)Gearing up for our annual convention As you read this, the Financial Planning Institute of SA is busy with final preparations for the FPI Professionals Convention,...
