Webinar: Umbrella Funds

Webinar: Umbrella Funds
FPI CPD Approval FPI21090071
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Join the Financial Planning Institute of Southern Africa (FPI) and Claire  Sherwood for an hour long webinar which is scheduled to take place on the 7th of October 2021 at 10h30.

There have been many changes implemented and several proposed changes announced in the past few months in the retirement fund space. These changes will impact the way in which members need to plan for retirement and how they will be able to access their savings at retirement.

The webinar will take you through the umbrella fund landscape and provide insight into the recent legislative changes and the potential impact on members. We will also look at the proposed changes announced, how this may affect retirement outcomes and how to mitigate against members experiencing a deterioration of retirement outcomes.


Topics to be covered

  • Umbrella Fund landscape where have they come from and where are they going
  • Recent legislative changes
  • Proposed changes allowing partial withdrawal and implementing mandatory preservation

Webinar Details:
Date & Time: 7 October 2021 | 10h30 - 12h00
CPD: 1.5 Technical Verifiable CPD hours
COB Category: Pension Fund Benefits
Financial Planning: Retirement Planning
Financial Advice: Pension and Retirement
Cost FPI Member: Complimentary (Registration required for live session, link will be sent beforehand and will also available on the E-learning portal)
Cost Non-Member: R250 

Meet the speaker: Claire Sherwood
Claire has over 20 years’ experience in the retirement fund industry as an actuarial and employee benefit consultant to some of the largest retirement funds in South Africa. Her core expertise is the benefit design, risk benefit management and costing of large corporate retirement funds as well as the management of the various service providers for those Funds. She has also been responsible for running and growing an umbrella fund solution. Claire has also been involved in delivering a business case viability and cost effectiveness of changing administration systems at a large retirement fund administrator with various administration systems within the local and international market. She oversaw the mapping and enhancement of all business processes across the administration, consulting, asset consulting and actuarial teams of a large consulting and actuarial firm.

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10/7/2021 10:30 AM - 12:00 PM

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