Group performance UP 1.8% from 2022 R4.46 billion Investment inflows UP 6% from 2022 R1.04 billion Gross new inflows DOWN 13.5% from 2022 R182.1 million New life risk annual premium income DOWN 8% from 2022 R63.3 million New life risk annual premium income UP 21.6% from 2022 R32.5 billion Total assets under management UP 12% from 2022 R6.37 billion Total assets under advisement INTERNAL DISTRIBUTION EXTERNAL DISTRIBUTION Our tailored financial solutions Risk insurance planning Risk insurance planning involves planning for unforeseen events – including death, disability and severe illness. By providing appropriate lifestyle protection, PPS Advice and Distribution can help to mitigate the impact of unexpected occurrences such as these on individuals, businesses and practices. Savings and investments planning Savings and investments have different purposes but both are crucial for professionals to reach their financial goals in the short, medium and long term. It provides financial security and – the longer the period of saving or investment – the better the return because of compound growth. Estate and legacy planning The value of the legacies that professionals leave behind depends on long-term planning. The PPS estate and legacy planning service enables members to create a valuable legacy proactively. An estate plan enables them to protect and grow their assets during their lifetime and to ensure that their assets are available to provide for loved ones after their death. Retirement planning There are only approximately 480 salary payments between the time professionals start working in their 20s and the time they retire, typically in their 60s. Since many will live to the age of 85 or more, they will need an income for at least 240 months after retirement. The only way to secure this is to start planning for retirement as early as possible and to select the right investment strategy. Business planning Business planning is designed to maximise tax efficiency and to ensure business continuity in the event of serious illness or death. A sound business plan also ensures that the business is covered against such eventualities as accidental damage and personal liability claims. These numbers exclude direct client and direct channels. 33
RkJQdWJsaXNoZXIy MTY2ODY3Ng==