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CFA Society South Africa

Video Collection CFA Program Level 1 Level 2 Level 3 Special Features Building Market Integrity

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CFA Society South Africa and ASSA Feature: Navigating the Two- Pot System — Lessons from the Front

May 29, 2025 | 1h 4m 27s | 1 point

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Learning: Knowledge

Presented by Michelle Acton, Chief Customer Officer at Old Mutual Corporate, Rob Southey, Head of Asset Consulting at Momentum Corporate and Moderator Danie van Zyl, Head: Smoothed Bonus Centre of Excellence at Sanlam. This session offers a timely and in-depth exploration of the Two-Pot Retirement System, unpacking its real-world impact since implementation. Designed for professionals seeking a deeper understanding of retirement reform in practice, the session brings together insights from key industry experts to evaluate the system’s rollout and ongoing implications.