Our strategy
A strategic renewal
Our vision is to transform every client’s financial journey through inclusive advice, intelligent technology and impactful solutions – empowering each one to reach their investment destination.
Over the next 10 years we expect members to be more engaged with their retirement funding journey due to the impact of the retirement pot component of the two-pot system. This will increase their appetite, appreciation and need for financial advice - and we see them reaching out for help.
Advice makes a difference and our vision is to make advice accessible to every client and to ensure that advice remains sustainable in South Africa.
Technological change is here to stay, whether in the form of re-platforming, integration or using intelligence to serve clients. The future arrives slowly at first and then very quickly.
While we cannot predict the shape of technology in 10 years, we can prepare our people and platforms to achieve our vision by adapting to new technology and putting that technology in the hands of our people, clients and partners.
We believe that retirement funds must have a real-world impact beyond the growth in investment values and that stakeholders share in this belief. A lack of understanding, the complexities of analysis and the volume of noise surrounding ESG have hampered a true transition. But we believe it will come and are preparing to pioneer insight to deliver advice and solutions that help our clients make that real-world impact.
