FPI retirement conference 2022

Significant disruption in the retirement planning sector has forced individuals to re-look their retirement plans to accommodate these changes.

Join the Financial Planning Institute of Southern Africa (FPI) in partnership with The Institute of Retirement Funds Africa (IRFA) and The Actuarial Society of South Africa (ASSA) for a live online Retirement Conference sponsored by Overseas Trust & Pension (OTAP).

The full day event will be packed with valuable information to assist you in your discussions with your clients. The event will also enable you to understand the regulatory implications of retirement going forward.

A discussion on Retirement Reform and the member journey from Savings to Annuity will 

be moderated by Lesego Mpete, RFP™ The session will feature the following panellists:

  • Ryan McCaughey, CFP®
  • Geraldine Fowler
  • Stephen Walker

David Kop, CFP® will be discussing Benefit Counselling vs Financial Advice.

Lelané Bezuidenhout, CFP® will moderate a discussion on Regulatory changes: Unpacking the regulatory process and the impact this has on the member journey.  This discussion will feature the following panellists:

  • Henré Prinsloo
  • Andrea Bezuidenhout
  • Nancy Andrews
  • Ronald King, CFP®

Gugu Sidaki, CFP® and Kim Potgieter, CFP® will discuss Key issues that individuals battle with at retirement stage.

Rex Cowley will address the matter of Globalisation and the impact on Retirement provision.

The session will also feature a segment on the Two Pot system: A practical perspective presented by Andrea Bezuidenhout, Henri Prinsloo and Geraldine Fowler.  The session will delve into aspects of product design point of view and how this could potentially change retirement products in future. From a fund perspective, we will look at how this will change the world of the principal officer and fund trustee.

Sydney Sekese, CFP® will end the day with a session on Annuities: Conversation to enable a comfortable Retirement.

Event Details

Date: 23 June 2022

Time: 08:55 to 15:45 (+2 UTC)

Venue: Live-Online event. ( Post recording is available)


FPI – designated members (CFP®,  FSA™ , RFP™ ): R 800.00 (inclusive of vat)

Bulk Booking: R 800.00 (Inclusive of vat)

FPI – non-members: R 1 000.00 (inclusive of vat)

Click the button for a guide on how to register as an individual on the system.

Click the button for a guide on how to register as a bulk booking or invoice to be billed as a company on the system.

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