Meet the Team

The experts driving our vision forward.

Jolly Mokorosi

Managing Director and Principal Educator

Jolly Mokorosi is Johannesburg-based professional principal officer, independent retirement fund trustee and regional business owner.

She is an advisory committee of the Southern Africa Pension Investment Forum and the inaugural Deputy Chair of Batseta’s Asset Owner’s Forum, representing approximately $140 billion in retirement fund assets seeking to collaborate. She is a working group member of the National Treasury introducing South Africa’s first Taxonomy for Green Finance. She serves on the boards of the following Retirement Funds and Trusts:

  • Legal Provident Fund

  • SAMRO Retirement Annuity Fund (Chair)

  • Sanlam Umbrella Funds

  • Absa Provisor Preservation Funds

  • Construction Industry Retirement Beneficiary Fund

  • Vumbuka Trust (Chair)

  • TWK Guarantee Support Fund Trust.

  • Khula Sizwe Employee Trust

Jolly is the current executive principal officer of of Sanlam Plus Provisor and Preservation Funds and was previously principal officer of Mafikeng City Council Pension Fund and the Municipal Counsellors Pension Fund. She is a member of the Association of Black Securities and Investment Professionals (ABSIP) , as well as previously of the Institute of Directors of Southern Africa, and a Registered Person ( equities).

Jolly is actively involved in consumer financial education as an author in the financial press, founder of Wealth@Work, is and Programme Champion at the Association of Savings and Investment South Africa ( ASISA) Academy’s Consumer Financial Education Practitioner Programme. Prior to these programmes she worked a manager for Old Mutual in the corporate and actuarial divisions. Jolly Mokorosi started her financial services career as an investment researcher at Momentum Employee Benefits

Mokorosi Financial Consulting Pty Ltd (MFC)

is a South African consultancy with deep African roots, and a globally relevant perspective. Through our diverse business network, we collaborate with respected and qualified industry professionals to offer the best services to our clients in retirement fund office bearer education, part time principal officer and professional trustee services, non-executive director, strategist, conference facilitator, and speaker engagements.

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