Two-Pot Retirement System Training
This course provides a comprehensive overview of the Two-Pot Retirement System, designed to help call centre agents effectively assist retirement fund members. You will learn:
- System Overview: The structure and purpose of the Vested Pot, Savings Pot, and Retirement Pot.
- Contribution Splits and Rules: How funds are allocated and managed, including withdrawal conditions.
- Member Support: Practical guidance for answering common queries about access, tax implications, and long-term benefits.
- Preservation vs. Flexibility: Balancing the need for financial emergencies with securing retirement savings.
By completing this training, you will be equipped to confidently guide members through the changes, ensuring they make informed decisions to secure their financial future.
- Teacher: System Administrator
- Teacher: Maricha Booysen
- Teacher: Karen de Jong
- Teacher: Clerissa Holm
- Teacher: Lynette Nagel
- Teacher: Donique Pretorius
- Teacher: La Vonne Smith
- Teacher: Timon van der Merwe