Two Pot System

Description

After spending hours and hours of time researching the Two Pot System, presenting on the Two Pot System to different audiences and corporates, and speaking to those close to the new developments, we finally created a 2-hour masterclass on the Two Pot System.

During this masterclass, we answer the following questions:

• What is the overall context in which Two-pot legislation is being introduced?
• What are the timelines associated with the Two-pot system?
• What are the technical details related to the change?
• When can you withdraw from a particular pot, either vested or savings pre-retirement and at retirement?
• What changes and what stays the same?
• What are the principles of the Two Pot System?
• How does the vested component work?
• How does a member’s access to funds differ across different retirement fund vehicles?
• What are the tax and withdrawal implications?
• What investment strategies will be available, and how will they impact performance?
• What are the options at retirement, and how do they differ from the current regime?
• How is each component treated in death and divorce?
• What benefits and opportunities versus risks and consequences do the new regulations bring for advisers and customers?