CFA Society South Africa

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CPD Verifiable: CFA Society South Africa and ASSA feature: Financial Sector Update Retirement Reform

May 3, 2022 | 1h 20m 30s

Learning: Skills & Abilities

Prestented by: Rowan Burger, Actuary, Head of Client Strategy at Momentum Investments as he unpacks the discussion paper that was released by National Treasury in December 2021 titled “Encouraging South African Households to save more for retirement (introducing the two pot system)” and his view to provide context and positioning it within the wider social security reform debate and how it is likely to affect the Retirement Fund Industry and Investment managers.

with Raazia Ganie, CFA, Head of Investments at NMG Benefits, who speaks on the opportunities resulting from the proposed increase in offshore asset allocation limit for Retirement Funds - from 40% to 45% (inclusive of 10% African allocation).

and Nerina Visser, CFA moderating