We’re delighted to welcome Overseas Trust & Pension (OTAP) as a new SAIFAA partner and key supporter of our mission.

"Personally, I am convinced that this partnership represents another valuable addition to the portfolios of our members." - Johann Krüger

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South Africans are externalising wealth at record levels, and more of the younger generation are building lives abroad. For advisers, this brings both risk and opportunity.

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Losing clients when they emigrate, work abroad, or pass away is a real challenge for many firms. OTAP provides compliant, future-focused solutions that allow you to retain and support clients internationally, strengthening long-term intergenerational relationships.

About OTAP:

1. Specialist provider of international trust, retirement, and pension solutions
2. One of only two foreign FSCA-regulated providers of international pensions in South Africa
3. Works exclusively with IFAs – never directly with the public – ensuring trusted, conflict-free partnerships
4. Known for technical excellence, ethical foundations, and hands-on adviser support

Our November Session

Emerging Trends and South African Wealth: What happens to your business when your clients move abroad

What we’ll cover:

• Latest statistics and trends in global wealth, migration, and cross-border family dynamics
• Key risks IFAs are likely to face in the coming years
• What happens when your clients or beneficiaries move abroad (NZ, Australia, UK, Europe, and beyond)
• Practical solutions OTAP can provide to help you support clients globally

Key takeaways:

• A stronger understanding of how global mobility and international wealth transfer are reshaping South African advice
• Practical strategies to retain clients and build lasting international relationships
• Insight into fiduciary and retirement products that support succession planning across generations

This is a session not to be missed – join us to explore how OTAP can equip you to keep supporting clients wherever in the world life takes them.