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Two Pot Retirement System

Diving deeper into the latest updates

Another Insightful INN8 webinar

For every adviser with a client saving for retirement

The South African retirement savings industry is hard at work to be ready for the much anticipated two pot retirement system changes. This represents a fundamental change to the South African retirement landscape which will affect every client and employee saving for retirement, so it’s vital advisers are armed with the facts. National Treasury has recently proposed a 1 year delay of the implementation date of the regulations, heeding the strong concerns raised regarding the scale of the initiative and the time needed to prepare. With several important milestones in the regulatory process taking place in the coming weeks, it is more important than ever to get to grips with the latest developments in this fast-changing environment.

Join us this November as our host Georgina Smith discusses the latest two pot developments with our regulatory specialist, Jennifer Anderson.

The two will delve into the details of the changes and how they will impact new and existing clients, as well as what has changed from the original two pot proposal, and what may likely still change before the final regulation is approved.

Learning outcomes include

It appears to be “full steam ahead” for the implementation of the much anticipated two pot retirement system. Despite strong concerns raised by the Retirement Fund industry regarding the proposed effective date of the regulations, it seems we must all prepare for the wide-scale changes to retirement savings rules to take place early next year.

This represents a fundamental change to the South African retirement landscape which will affect every client and employee saving for retirement, so it’s vital advisers are armed with the facts. 

Learning outcomes:

  • Two pot contribution rules
  • Two-Pot pre-retirement withdrawal rules
  • Two-Pot retirement rules
  • Impact on emigration
  • How withdrawals from the pots will be taxed
  • Seeding process and rules

The speakers

Georgina-Smith-1 (1)

Georgina Smith

Head of Distribution
INN8 Investment Platform

Georgina holds a strong belief that you’re never too old to learn; that continual development helps people stay motivated to do their jobs better and build a good company culture. Her two decades of work experience has set her up as an excellent manager who builds business value through focussed teams using stretching, but achievable, targets.

Having worked across different industries in both large corporates and small to medium-sized firms benefitting from learnings across her international experience, Georgina brings a fresh, and welcomed, outlook to the team.

In 2006, Georgina was the highest-ranked female referee in the world.

Jennifer Anderson

Jennifer Anderson

Senior Technical Specialist

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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