Help clients to explore alternative options to savings ‘pot’ withdrawals
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
liquidity
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
35 years of transformation: reflecting on the evolution of the global economy
Schroders’ chief economist and strategist, Keith Wade, identifies three dominant themes over the past 35 years and discusses how he expects them to continue shaping the global economy and markets in the decades ahead.
Estate planning should be a continuous process of managing your assets and liabilities
Estate planning involves structuring and managing your assets while you are alive and putting measures in place to ensure your wishes are carried out after you pass away. It also ensures that there […]
