EPISODE · Jul 16, 2025 · 21 MIN
Advisers urged to bridge the retirement execution gap
from Money, Markets and Masterminds · host Ruan Jooste
In the latest episode of Money, Markets, and Masterminds, editor Ruan Jooste speaks with Samukelo Zwane, product head at FNB Wealth and Investments, about the findings of this year’s retirement survey—and what they mean for financial advisers. While awareness around retirement is rising, execution remains weak, and a gap has opened between clients’ confidence and the quality of their plans. Zwane explained why inertia, not apathy, is the biggest threat to retirement readiness, how the two-pot system is reshaping advice, and why a good plan requires more than a checklist—it demands behavioural guidance and the emotional intelligence to meet each client where they are.
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Advisers urged to bridge the retirement execution gap
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