Soré Cloete is an experienced legal and financial services professional with over 30 years of expertise in legal advisory, regulatory compliance, retirement funds, estate planning, taxation, and financial services regulation. She currently serves as Senior Legal Advisor at Old Mutual Personal Finance, where she provides strategic legal guidance, interprets complex regulatory frameworks, and manages legal risk across distribution channels.
An admitted Advocate of the High Court of South Africa, Soré holds a B.Com (Law), LLB, Higher Diploma in Taxation, and is a Certified Financial Planner (CFP®). She has been with Old Mutual since 1995, progressing through several leadership and specialist legal roles.
Soré also serves as a Trustee of the South African Retirement Annuity Fund (SARAF) and the Old Mutual MS Life Retirement Annuity Fund. She is a long-standing member of the Financial Planning Institute of Southern Africa (FPI), having served on its National Board from 2016 to 2024, including as Chair of the Conduct and Ethics Committee. In addition to her professional practice, Soré has contributed extensively to the development of the financial planning profession through lecturing, examining, and industry participation, particularly in retirement planning and FAIS-related regulatory matters.
