Q3 2023

Financial advisers’ exclusive focus on the quantitative value of retirees’ capital neglect the consideration of socioeconomic factors in the retirement planning process

Financial advisers’ exclusive focus on the quantitative value of retirees’ capital neglect the consideration of socioeconomic factors in the retirement planning process

Francois Riekert, financial adviser, EQ.FIN (a Liberty subsidiary)Retirement planning is a complex process that requires careful consideration of various factors.  A recent study to determine the variables that shape the retirement landscape for retirees concluded...

An update from the FPI

An update from the FPI

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...