- Individuals
- Corporates
As the global focus on sustainability intensifies, South Africa is exploring the potential for mandatory sustainability reporting. To better understand sentiment and readiness across public and private sector organisations, Alexforbes, in collaboration with the Companies and Intellectual Property Commission (CIPC), an agency of the Department of Trade, Industry and Competition (DTIC) in South Africa, have launched a national Sustainability Reporting Market Sentiment Survey designed to inform this critical conversation.
All organisations in South Africa are encouraged to participate in this national survey. This includes companies, retirement funds, state-owned entities and other relevant institutions.
The survey will be open for responses until 17:00 SAST on Friday, 14 March 2025.
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Blogs
Two-pot, Investments
Past performance is not a guarantee of future returns
In investing, past performance isn’t a promise of future returns. While last month’s top performers may look appealing, markets are unpredictable. Explore why past performance isn’t a guarantee of future success and discover our tips for smart investing in 2025.
Two-pot, Investments
Two-pot Retirement System
2024: Join our free and insightful webinar and discover the benefits of the two-pot retirement system
Two-pot, Investments
The two-pot retirement system: looking beyond 1 September 2024
From 1 September 2024, the two-pot system will provide a balanced solution by addressing retirement fund members’ needs for longer-term financial security and short-term financial relief. We estimate that the two-pot system will likely improve new members’ retirement outcomes by 2 to 2.5 times compared to those under the current system, given the requirement to preserve their retirement pots fully before retirement.
Two-pot, Investments
The two-pot retirement system: looking beyond 1 September 2024
South Africa’s retirement sector is undergoing a significant transformation with the introduction of the two-pot retirement system. This new approach to retirement savings, effective 1 September 2024, is designed to strike a balance between long-term financial security and immediate financial needs.
Two-pot, Investments
Weekly wealth check on Classic Business with Michael Avery
Join Michael Avery on Classic Business for a brand-new series, Weekly wealth checks with Alexforbes Wealth
Two-pot, Investments
Time with an Alexforbes financial adviser is time well spent
The ‘Time with an Alexforbes Financial Adviser’ series emphasises the commitment of financial advisers to utilise clients' time effectively by providing impactful advice, understanding their unique situations, and actively working on personalised plans.
Two-pot, Investments
WATCH | Alexforbes gives two-pot system thumbs up
JOHANNESBURG, 19 February 2024 - Financial services group Alexforbes says there’s a need to dispel misinformation about the two-pot retirement system.
Two-pot, Investments
National Treasury update - two-pot system
25 October 2023: National Treasury provides an important update regarding the two-pot retirement system
Two-pot, Investments
Enduring Investment Themes
In response to the global pandemic and a rapidly changing macro-economic environment, policymakers have been summoned to help stabilise markets.
Two-pot, Investments
Health and Wellness Insights
Join Michael Avery on Classic Business for a brand-new series, Navigating Medical Schemes and National Health Insurance for Employee Benefits in South Africa.
Two-pot, Investments
Understanding investment fees
In South Africa, there are various fees associated with different types of investments. These fees are typically charged by investment platforms, fund managers, or financial institutions.
Two-pot, Investments
Charting course to financial freedom on Classic Business with Michael Avery
Join Michael Avery on Classic Business for a brand-new series, Charting a Course to Financial Freedom with Alexforbes.
Latest news and insights
- Press releases
- Webinars and events
- Insights that matter
- Notices - general, fraud, security
Press release
Alexforbes Named Headline Sponsor for Iconic Cape2Rio 2025 Race
Press release
Cape Town, 14 February 2025 - Alexforbes has been named the headline sponsor of the Cape2Rio 2025 race, marking the 18th edition of this prestigious transatlantic event over its 54-year history. The Cape2Rio, known for its challenging 3,300-nautical-mile course across the South Atlantic from Table Bay, Cape Town, to Guanabara Bay, Rio de Janeiro, attracts an exceptional lineup of yachts and crews from around the globe in a test of endurance, skill and ocean racing excellence.
Press release
Two-pot-insights
Alexforbes Shares Key Insights on Two-Pot Retirement System
Press release
Johannesburg, 11 February 2025 - Alexforbes has released key insights and trends from the implementation of the two-pot retirement system, a significant change to South Africa’s retirement fund sector introduced on 1 September 2024. The system aims to enhance the financial well-being of retirement fund members by balancing long-term savings with short-term financial needs.
Press release
Alexforbes Expands Manager Watch™ Series with
Discretionary Fund Managers (DFM) Survey
Press release
Johannesburg, 21 January 2025 – Alexforbes has announced the launch of its new Discretionary Fund Managers (DFM) Manager Watch™ survey, marking a significant step in its commitment to delivering valuable insights to the investment industry.
Security/Fraud warnings
Alexforbes will never ask you in an email, SMS or WhatsApp message to supply confidential information like banking details.
Beware of fraudulent individuals falsely claiming to represent Alexforbes and offering assistance with accessing pensions for a fee. They are not associated with Alexforbes. Never share personal information via email, SMS, or at community meetings.
Does the request seem unusual?
Don’t trust any requests that seem slightly unusual compared to the standard communication you receive from Alexforbes, even if it looks like it comes from a financial institution.
Be extra vigilant about emails or phone calls that ask for your confidential information, such as money transfers and invoice details.
Verify unusual requests with the real person first by calling them and don’t respond to the scammers.
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