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In Season 3 episode 8 Arthi & Malika are joined by special guest Tiaan Herselman, to discuss the new two pot retirement legislation that came into effect on 1 September 2024 in South Africa. It was designed to assist in the current retirement crisis that retirees are experiencing, where they do not have enough financial resources to allow them to retire comfortably.

Listen in to hear Malika, Arthi & Tiaan discuss:

• What exactly is this new legislation and what do the different “pots” mean
• The intention of this retirement legislation
• The new rules & implications for your savings & tax
• Practical examples of various scenarios depicting the the new pots
• Debunking any myths and mistruths about the 2 pot system

and so much more!

We would love to hear your views based on the concepts covered in this episode.

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About Tiaan Herselman:
Tiaan is the Head of Proposition Old Mutual Wealth. He holds a B.Com Financial Planning (cum laude), Post Graduate Diploma in Financial Planning &an Advanced Post Graduate Diploma in Estate Planning. He is also a certified financial planner ® & has spent the last 14 years in the financial services industry during which he started out his career as a financial planner and then moved into the financial planning fintech and investment landscape. He is currently busy completing his MBA at the University of Johannesburg. He has a strong passion for financial planning and making people aware of the value of good financial advice.

This episode is proudly sponsored by Old Mutual Wealth.