Two-Pot Retirement: Diving deeper into the latest updates

Questionnaire: CPD Points

Thanks for joining us for our webinar 'Two-Pot Retirement: Diving deeper into the latest updates' on Thursday, 16 November.

To obtain your CPD point, please complete the following form. Good luck!

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* 1. Personal Details

Full name

ID number

City/town

Email address

Company

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* 2. True or False: Is it likely that the implementation of the Tw-Pot changes will be delayed past 1 March 2024

True

False

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* 3. What is the maximum amount a client may withdraw from their Savings Component:

R25 000

10%

One Third

Two Thirds

100%

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* 4. How much of a client’s existing retirement savings will be seeded:

10% up to a maximum of R50 000

One third

15%

10% up to a maximum of R25 000

The client may choose the percentage

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* 5. Under what circumstances can a client access their Retirement Component in cash:

When they resign from an employer, of if they emigrate

On emigration only

Under no circumstances

On retirement, one-third can be accessed in cash

If the balance in the Savings Component is below R25 000

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* 6. How will Savings Component withdrawals be taxed:

They are tax free

Taxed at a flat tax rate of 25%

Taxed at the client’s marginal tax rate

Taxed according to the SARS pre-retirement tax tables

Great! Let's hope you were listening.

We will send you your CPD certificate in the next 2 weeks.

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