Understanding & unpacking retirement benefit counselling | Masterclass Part 2

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  • 28 mins 48 secs

In this Masterclass, a panel of experts discuss the risks, costs and charges of the investment portfolio annuity strategies and when you would need to implement retirement benefit counselling. On the panel to discuss are:

  • Vickie Lange, Head of Best Practice, Alexander Forbes Financial Services
  • Katherine Barker, Head Funds at Work, Momentum
  • Barend le Grange, Head of Individual Member Support, Sanlam Employee Benefits
  • Layla Savahl, Principal Officer, Cape Municipal Pension Fund
  • Hosted by Asim Gani, MD Independent Consultants & Actuaries


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