Nicola Gubb, SAVCA Interim Executive Director, unpacks the 2025 Private Equity Industry Survey, highlighting resilient dealmaking despite fundraising pressures, growing momentum in private credit, and progress in ESG and transformation, signalling a more agile, impact-driven PE industry aligned with Southern Africa’s long-term development goals.

Salem Nyati, Consumer Financial Education Specialist at Momentum, highlights how South African women breadwinners shoulder disproportionate financial burdens through “sandwich tax.” She urges stronger financial boundaries, sustainable support strategies, and prioritising personal stability to balance cultural expectations with long-term financial security.

Kenny Rabson, CEO of Discovery Invest, argues that longevity is reshaping retirement risk. With life expectancy outpacing savings and healthspan, he calls for innovative income solutions, like Discovery’s Lifespan Linked Income Plan, that align flexibility, growth, and protection with the realities of 21st-century retirement.

Jaco van Tonder, Deputy Chair of the ASISA Marketing and Distribution Board Committee, reports that South African living annuity policyholders withdrew an average of 5.6% of invested capital in 2024, the lowest since ASISA began tracking, highlighting strong investment growth and encouraging prudent income drawdowns.

Zwelethu Nkosi, Head of Marketing at Allan Gray, highlights how South African women can take courageous steps toward financial security. Through learning, seeking guidance, and taking small, consistent actions, women can build habits that grow wealth and empower future generations.

Enrico Louw, General Practice Principal at Old Mutual Personal Finance, explains why a “do-it-yourself” approach can leave South Africans exposed. He highlights the importance of integrating financial products into a clear, personalised plan to safeguard against unexpected life events.