Two-Pot Retirement System – Implications for Investment, Strategy & Lessons from Other Countries

Date:

10 October 2023 09:30 to 14:30

Venue:

Leonardo, The, 75 Maude Street, Sandton, 2031

Chairperson:

Wanjiro Kirima - Alternative Prosperity Holdings (Pty) Ltd

Details:

With the Two-Pot retirement system likely to be implemented by 1 March 2024, what should schemes and trustees be doing know to be ready? What changes will it bring and what practical issues now need to be considered for effective implementation? Our speakers discussed:

What schemes need to be considering now and approaches to implementation?
How will the transition work in reality?
How do you consider an individual members’ risk profile and investment strategy?
Do schemes need to reconsider and alter their existing investment strategy and if so, what are the likely costs?
What challenges are there for managing liquidity needs?
What role can or should alternatives/infrastructure and illiquid investments play within the new Two-Pot system?
With cost pressures, what are the implications for active management?
What will be the overall impact on long term savings and are there any lessons that can be learnt from other countries systems implementing a similar approach?
As we approach the election, will the Two-Pot system have a positive or negative impact on the market?

Belgium Forum.

DC Pensions Forum.

Institutional Investor Marketing Forum.

Institutional Investors Circle.

International Seminar.

Irish Pension Fund Investment Forum.

Nordic Forum.

Pensioen Bestuurstafel Forum.

Pensioen Investment Forum.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.