Reflecting on Half a Century: Lessons in long-term investing from Allan Gray

Join host Jennifer Anderson to unpack the state of retirement savings in South Africa with industry expert Anne Cabot-Alletzhauser.

We’ll look back at the biggest shifts in the industry over the last few decades and address the issue of why the post-Covid world demands a complete rethink of financial advice, particularly now that the concepts of “ageing”, mental health, and retirement itself have been so dramatically impacted over the last four years.

We’ll critically assess Regulation 28, discuss what the thinking really was behind the introduction of the two pot changes on the retirement landscape, and where we could potentially see the industry evolve to in the future.

Learning outcomes include:

• An overview of the biggest shifts and changes in the retirement savings industry over the past 30 years
• A comparison of South Africa’s retirement savings system compared to that of other countries
• Exploring how attitudes to retirement and savings differ across generations and cultures
• Critically reviewing Regulation 28 and whether it has benefitted members
• The expected effect the Two Pot changes will have on the retirement landscape
• A discussion on auto enrolment of employees into retirement funds
• The effect of prescribed assets and the National Social Security fund have on retirement savings
• The evolution of financial advice in a post COVID environment