In today's financial planning profession, transformation is essential. The FPI Education & Training Fund Trust is positioned as a catalyst for meaningful change. The Trust, launched on 4 September 2025 in Johannesburg, exemplifies the Financial Planning...
We are living through great transformation in the financial planning profession. Technology, once a back-office tool, has now moved to the forefront, reshaping how financial planners communicate, analyse, and serve their clients. From AI advice engines to...
The Institute of Retirement Funds Africa (IRFA) has accomplished a great deal over its years of service to the retirement sector, through extensive strategy and operational development fully aligned with the South African (and to some extent the continental)...
Background The case concerned a funeral policy with Liberty Life (“the insurer”). The complainant was the beneficiary and premium payer. Ms R was both the policyholder and the life assured. Ms R (“the deceased”) died some 12 months after the policy was...
Financial planners must adapt — or risk losing clients to those who do. It's not about AI - but then again, it is It's fair to assume that all professionals possess the technical knowledge required for their field. Their competence is built on academic training and...
A pension fund is obliged to provide the Pension Funds Adjudicator (PFA) with requested information without obtaining consent from the beneficiaries. A fund cannot use the Protection of Personal Information Act (POPIA) as a reason to withhold information from the PFA....
Reflections on IRFA's Participation at the Africa Pension Funds and Retirement Summit, Casablanca 2025 As the President of the Institute of Retirement Funds Africa (IRFA), I am proud to share our continued commitment to contributing meaningfully to the development of...
As the Institute of Retirement Funds Africa (IRFA) readies itself for the upcoming year, the emphasis is clear: consolidate and ensure an enduring legacy. According to IRFA President Geraldine Fowler, the year ahead will be guided by both core strategy, and...
The excitement and anxiety over the implementation of the two-pot retirement system on 1 September 2024 quickly turned to agony for some retirement fund members whose employers had not been paying over contributions to funds. It used to be that most members...
As I reflect on South Africa's evolving retirement landscape, I see the need to address recent policy shifts, especially the introduction of the two-pot retirement system. At the Financial Planning Institute of Southern Africa NPC (FPI), we remain committed...
