Provident Annuitisation is Finally Here: Are Your Clients Ready? - INN8 Skip to content

Provident Annuitisation is Finally Here:

ARE YOUR CLIENTS READY?

Watch webinar

Having first been tabled in 2012, the long-awaited changes to provident funds at retirement are finally upon us! With the implementation date of 1 March 2021 fast approaching, do you understand the impact these changes could have on your clients?

In February 2021, Georgina Smith, INN8’s Head of Distribution chatted to Jennifer Anderson, Head of Investment Platform and Communications, to unpack “T-Day” and help you to get to grips with what is coming.

About the webinar

In an effort to encourage South Africans to save more for their retirement as well as to harmonise the tax treatment and annuitisation requirements for all types of retirement funds, the National Treasury’s provident fund annuitisation proposals are set to finally be implemented on 1 March 2021. 

To understand exactly what these changes mean for you and your clients, our hour-long webinar explore key themes, including:

  • T-Day: how did we get here
  • Compulsory annuitisation of provident fund benefits at retirement
  • Vesting rights for existing provident benefits
  • Impact on members nearing retirement
  • Portability between retirement funds

The speakers

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Jennifer Anderson

Head of Product & Communications
INN8

Jennifer Anderson joined the INN8 team in early 2020 as Head of Investment Platform Product & Communications after heading up Product development for the STANLIB Platform since 2017. Jennifer specialises in the retail investment industry specifically in the areas of investment platforms, product design and management, regulation, compliance and process optimisation.

Prior to joining INN8, Jennifer held a senior platform strategy and management role at Hollard Investments and was one of the founders of the Wealthport Platform. Jennifer is a Category III Key Individual and has a Bachelor of Business Science and Information systems cum laude from the University of Cape Town.

Jennifer’s passion is enabling financial freedom, she’s been saving for retirement since she was in the womb!

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Georgina Smith

Head of Distribution
INN8

Georgina holds a strong belief that you’re never too old to learn and that continual development helps people get better and stay motivated to provide an exceptional service in whatever line of work they are in.

Her two decades of experience across a variety of industries within a broad spectrum of companies, from start ups to large corporates, internationally and locally has given her a diverse, fresh and welcome outlook to getting things done.

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