It actually is complicated One of the unintended consequences of all the new two-pot legislative rules is that members' options when they withdraw from a pension or provident fund following their exit from employment have become fairly complicated. The...
Q1 2025

Auto-enrolment is the next logical step towards retirement reform in South Africa
What comes next after the two-pot system? Auto-enrolment is the next logical step towards retirement reform in South Africa, says Michelle Acton, Chief Customer Officer at Old Mutual Corporate. The two-pot system marks a transformative step, potentially...
What do board members use AI for? And how do they do so safely?
A useful way to illustrate how boards use artificial intelligence is through a Star Trek analogy: Before AI Picture the scene: The Bridge of the USS Enterprise (Captain Kirk sits confidently in his command chair, glancing around the bridge crew. He leans...
Self-insurance unpacked
Most retirement funds in South Africa provide their members with lump sum death and disability benefits, in addition to the retirement savings. These benefits can be in the form of an income or a lump sum amount. These additional benefits are normally called...
The evolving role of actuaries: Navigating complexity and driving strategic value
In the complex world of finance and risk management, actuaries have historically been viewed as the quiet guardians of risk, primarily tasked with evaluating and managing financial uncertainties. Traditionally, their expertise was rooted in valuation and...
Providing for minor children upon the death of a parent – An overview of approved and unapproved benefits
I am often amazed at the assumptions people make about how the financial needs of their minor children will be cared for in the event of their death. The treatment of financial benefits varies depending on the type of benefit. In this article we touch on two...
Jeremy Lang
Managing Director Business Partners Limited Jeremy Lang, previously the Chief Investment Officer, has been appointed as Managing Director effective 1 January 2025. He takes over the role from Ben Bierman, who will be retiring after more than 35 years of service. Lang...
Surette Drew
Senior Equity Trader Prescient Securities Prescient Securities is pleased to announce the appointment of Surette Drew as a Senior Equity Trader, effective January 2025. Surette brings over two decades of experience to the role, having held senior positions at HSBC,...
Justin Jewell
Portfolio Manager DM Specialist Credit Ninety One Ninety One announce the appointment of Justin Jewell as Portfolio Manager to its DM Specialist Credit team. Justin will join Darpan Harar as Co- Portfolio Manager on Multi Asset Credit (MAC) and Global Total Return...
Safiyya Patel
Managing Partner Webber Wentzel Safiyya Patel takes over the role of Managing Partner from Sally Hutton who will not be available for re-election when her second term ends on 1 March 2025. Safiyya began her career in the legal profession almost three decades ago, at...