Two-Pot Update – In-person IRFA Legal & Technical Johannesburg Workshop

The Institute of Retirement Funds Africa (IRFA) is delighted to announce our upcoming in-person workshops scheduled for 16 April in Johannesburg. These workshops are designed to provide invaluable insights into practical issues surrounding two-pot updates, PFA changes, tax implications on savings withdrawals, as well as rules and communication strategies in the industry.

Date: 16 April 2024

Time: 09:00 - 12:00

Platform: NBC Holdings (Pty) Ltd, Max Maisela Park, 22 Ridge Road, Parktown, 2193

Join our panel of esteemed experts as they delve into the nuances of the two-pot retirement system. This is a crucial opportunity for professionals within the retirement funds industry to deepen their understanding of these significant changes and their impact on both the industry and individual retirement planning strategies.

Our Distinguished Speakers:      

• Nancy Andrews, Head of Legal, Discovery Corporate and Employee Benefits Discovery Invest; Chairperson, IRFA’s Legal, Technical, and Tax Committee. Nancy will provide an update on the two-pot update and PFA changes, outlining where we currently stand and what is to be expected.
• Hettie Joubert, Head: Legal – Wealth & Retirement Products, Momentum. Hettie will be presenting on the Second Draft of the Revenue Laws Amendment Bill.

• Leanne van Wyk, Director, ICTS Legal Services. Leanne will shed light on Rules changes.

• Mpho Kgomongoe, Head of Legal and Technical,  Simeka. Mpho will cover the communication aspect of two-pot.

• Subedra Reddy, Executive Head: Actuarial Services, NBC Holdings (Pty) Ltd. Subedra will shed light on practical effects of accessing retirement savings via two-pots. 

Registration Fees:

·         IRFA Members: R400

·         Non-IRFA Members: R500

This workshop is indispensable for anyone looking to remain informed about the fast-evolving landscape of retirement fund legislation and tax reform. Whether you are an industry professional or keen on comprehending the ramifications of these changes, this webinar will equip you with essential knowledge and insights.

Do not miss this opportunity to engage with leading experts and enhance your understanding of the latest legislative developments in the retirement funds industry.

For any enquiries or further information, please do not hesitate to contact Khuliso Ratshili at khuliso@irfa.org.za or +27 11 450 1670.