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...
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...
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...
General update before I dive into the topic: The South African retirement fund landscape has been undergoing significant shifts since the introduction of the Retirement Reform. The said reform started with discussions back in 2007 with the discussion paper...
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...
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...
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,...
Lelane Bezuidenhout, CFP®, Chief Executive Officer, Financial Planning Institute of Southern Africa (FPI)The FPI has had a busy few months, with much effort going into studying the draft bills governing the incoming two-pot retirement system and its implications for...
An update from the FPILelane Bezuidenhout, CFP®, Chief Executive Officer, Financial Planning Institute of Southern Africa (FPI)Reflecting on Q1 of 2023 made me realise yet again that time does not stand still and that we need to make the best of each day. With so much...