The Wealth Debrief Exchange - 10th EditionThe Wealth Debrief Exchange | The Countdown to the Two-Pot System Has BegunWith 1 September 2024 looming large, this 10th edition of the Wealth Debrief Exchange is dedicated to making sense of the new Two-Pot retirement system. David Veary and Tiaan Herselman, CFP® share their firsthand insights gathered from their nationwide engagements with clients and financial planners, as well as explore why Treasury's initiative to encourage a savings culture within South Africa is a positive step forward. They also give clarity on the common misconceptions clients may have regarding this new legislation. Lastly, they touch on the new advice conversations financial planners must have with their clients in order to illustrate the effect on post-retirement income longevity, should retirement money be accessed.News & insights

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