Significant disruption in the retirement planning sector has forced individuals to re-look their retirement plans to accommodate these changes. In response to this, the Financial Planning Institute of Southern Africa (FPI) will be hosting a retirement planning conference, graced by some of the best minds in the sector, aimed at ventilating the topic in great detail and sharing some insightful and specific information and knowledge to empower both financial advisors / planners and consumers to elevate their financial planning strategies and make them fit for purpose.
Join the FPI in partnership with The Institute of Retirement Funds Africa (IRFA) and The Actuarial Society of South Africa (ASSA) for a live online Retirement Conference sponsored by Overseas Trust & Pension (OTAP).
The full day event will be packed with valuable information to assist finance professionals in their discussions with their clients. The event will also enable finance professionals to understand the regulatory implications for retirement planning going forward.
A session dedicated to an in-depth discussion around the Two Pot system for retirement savings, which introduces government’s retirement reform proposal on preservation, will look at how this system restructures retirement savings to allow for limited pre-retirement withdrawals – where a person’s retirement savings is split into two pots (1) Accessible pot, which entails retirement fund members having access to their funds at any time before retirement, and (2) Retirement pot, which entails retirement fund members only being able to access their retirement funds at retirement and required to use the funds to buy a monthly pension.
A discussion on Retirement Reform and the member journey from Savings to Annuity will be moderated by Lesego Mpete, RFPTM. The session will feature the following panellists:
- Ryan McCaughey, CFP®
- Geraldine Fowler
- Stephen Walker
David Kop, CFP®, HOD: Policy and Engagement at the FPI, will be discussing Benefit Counselling vs Financial Advice.
Lelané Bezuidenhout, CFP®, CEO at the FPI, will moderate a discussion on Regulatory changes: Unpacking the regulatory process and the impact this has on the member journey. This discussion will feature the following panellists:
- Henré Prinsloo
- Andrea Bezuidenhout
- Nancy Andrews
- Ronald King, CFP®
Gugu Sidaki, CFP® and Kim Potgieter, CFP® will discuss key issues that individuals battle with at retirement stage.
Rex Cowley will address the matter of Globalisation and the impact on Retirement provision.
This session will also feature a segment on the Two Pot system with a practical perspective presented by Andrea Bezuidenhout, Henri Prinsloo and Geraldine Fowler. The session will also delve into aspects of product design and how this could potentially change retirement products in future. From a fund perspective, we will look at how this will change the world of the principal officer and fund trustee.
Sydney Sekese, CFP® will end the day with a session on Annuities: Conversation to enable a comfortable Retirement.
Presenter and Speaker Profiles
Andrea Bezuidenhout is a Certified Financial Planner at Steward Capital and was also previously a Wealth Manager at Nedbank Private Wealth.
Geraldine Fowler is CEO at GQM Fund Administrators. She is also President at The Institute of Retirements Funds Africa.
Gugu Sidaki, CFP® is the director and wealth manager at Wealth Creed, a boutique practice focussed on retirement planning, risk management, estate planning, financial literacy training and coaching. She was previously in banking and did a two-year stint in London with Citigroup before becoming a stockbroker at Barnard Jacobs Mellet in Johannesburg. She was also previously a wealth manager at RMB Private Bank.
Henré Prinsloo is Head of Employee Benefits at QED Actuaries & Consultants and was previously an Actuary & Branch Head at Alexander Forbes.
Henri Prinsloo is an admitted attorney and owner of Prinsloo Attorneys Incorporated. He also holds a diploma in Insolvency Law and Insolvency Practice and a post graduate diploma in Financial Planning Law. His areas of specialisation include Deceased Estates and Estate Planning.
Kim Potgieter, CFP® is a Director at Chartered Wealth Solutions | Author | Speaker and a ICF Professional Certified Coach. She is a leading authority on Financial Life Planning. Her life’s work is to create mind shifts in people’s lives by aligning money with meaning to enable positive and powerful transitions. She has written a book, Retiremeant: Get More Meaning from your Money.
Lesego Mpete, RFPTM is a Senior Employee Benefits Consultant at Gradidge-Mahura Investments. She enjoys working with people from all walks of life and making a positive impact in their lives. Her objective is to get as many people as possible informed about the possibilities of, and the effects that correct, retirement planning can have in their lives.
Nancy Andrews is a Senior Legal and Tax Specialist at Alexander Forbes. She was also previously a Senior Legal Consultant at Liberty Life.
Rex Cowley is a Director & Co Founder at Overseas Trust and Pension.
Ronald King, CFP® is Head of Public Policy & Regulatory Affairs at PSG. He provides input as a strategist into all policy and regulatory matters affecting the financial services sector.
Ryan McCaughey, CFP® is the 2021 FPI Financial Planner Of The Year. His passion for Investments led him to obtain a B.com Honours degree in Financial Analysis from Stellenbosch University. He has built up extensive experience in the investment industry over the last 11 years working as an investment portfolio analyst, equity analyst, and portfolio manager with listed and independent asset managers.
Stephen Walker is a Retirement Fund Valuator and Consulting Actuary. He also works for Old Mutual Corporate Consultants providing advice and guidance to employers, members and trustees on matters relating to investment, actuarial and employee benefits.
Sydney Sekese is the Senior Investment Specialist at Old Mutual Corporate. He holds a Postgraduate Diploma in Financial Planning and an Advanced Postgraduate Diploma Investments. He also currently serves on the FPI Employee Benefits Competency Committee. He is a sought-after public speaker, writes regular press articles and is a frequent commentator on various media platforms. In recognition of the contribution he has made to promoting the financial planning profession, he won the FPI Media Award in 2016
Details
Date: 27 June 2022
Time: 08:55 – 15:45
CPD: TBC
Price: FPI, IRFA and ASSA members R800
Non-Members R1,000
Bulk Bookings R800
Register via the Financial Planning Institute of Southern Africa website events email address.
events@fpi.co.za
By the Financial Planning Institute of Southern Africa
