The March 2018 R400 Billion Living annuity market solutions & RDR reiew

SAIFAA offers a further “TWO Different, New and Unique” Living, Life & Hybrid Annuity (LL&HA) Solutions that every Independent Financial Advisor (IFA) needs to consider and upskill Practice Options for their “current and future” Annuitant Clients plus Spouses and their future share of the R400 Billion Living Annuity Market as well as an opportunity for our Founder Members to be able comment, debate and provide their views on the “anticipated latest RDR White Paper on the Independent status” expected during February 2018.
Member 2017 Comments: a) I thought I would go, and walk away having been reminded of what I already know. However, I came away having picked up valuable talking points to use when engaging clients! I would go so far as saying any so called TOP advisors, not having …attended these function, are not as fully informed – b) Ek kyk heeltemal anders na living Annuities. Die standard was baie hoog en die kwaliteit van elke aanbieding iets besonders!

3 Venues available IRO the “2018 Part three” LL&HA Solutions forum dates

Sanlam Auditorium, Alice Lane, Sandton (Monday 19th March) Oyster Box Hotel, Umhlanga (Tuesday 20th March) and CR Louw Auditorium, Sanlam Head Office, Bellville (Friday 23rd March)
09:00/09:45 = Arrival, Networking & Registration (coffee, tea, water, fresh juice, muffins and scones)
09:45/10:00 = Welcome by CEO Derek Smorenburg (SAIFAA) – ”The Launch of the Unique Post Retirement Planning Program, Alexander Forbes IFA Project, Media Coverage, Roll-out of the Due Diligence Program”.
10:00/10:45 = Patrick Sheehy (Glacier) – “LL&HA Subject TBA”
10:45/11:30 = Hamilton van Breda (Prudential) – “LL & HA Subject TBA”
11:30/11:45 = Comfort Break
11:45/12:30 = Special Guest Speaker – Wouter Fourie (Ascor, FPI Financial Planner of the year 2015/2016) “Practical Case Studies on how to blend the Living, Life and Hybrid Annuity Client Journey as an IFA”
12:30/13:45 = SAIFAA Member Only – “Debate, Discussion and Review of the latest RDR White Paper”
13:45/14:00 = Closure
Working out how to provide a sustainable income from your retirement savings is “the nastiest, hardest problem in finance”, says William Sharpe, the man who won the Nobel Prize for economics for a theory on how to match investment gains with risk.
The 2017 “PART ONE & TWO” Forums presented “Solutions” by Bridge, Coronation, Prescient, Liberty Bold, Allan Gray, Analytics, Investec, JustSA, Marriott and Old Mutual as well as a “vital overview” from Sanlam Umbrella Fund of the National Treasury Retirement Funds Default Regulations that will impact on the “new business flow” of Living Annuity & Preservation Market of IFAs. All presentations are available on (
IFAs are invited to join SAIFAA at a cost of R3 000 per annum or if a “FPI/FIA/Masthead” Member at R2 000 per annum (Multiple Individual Corporate Members at R2 400 per annum “per person”) in as per the SAIFAA Membership Guiding Principles and Rules. Account: SAIFAA – Bank: FNB – Account Number: 62711275786 – Branch: Springs – Branch Code: 250655 – Please send payment verification to – Industry Delegates “may be considered” at a cost TBA!!
RSVP with your choice of Venue (Derek Smorenburg +27 (0) 82 441 5000 – and, confirm whether you are a Founder Member and bring at least one additional “pre-paid” Founder Member with you! Members will be able to attend “free of charge”.

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