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Five ways to get new habits to stick

COVID-19 has changed our experience of being a customer, an employee, a citizen and a human. These behaviour shifts will not change overnight and some have now become the norm. “Well, COVID-19 has turned our routines on their heads. With regular routines thrown out the window, how likely is it that our lives have permanently […]

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The importance of a robust retirement plan

Now is a good time for retirees to secure a guaranteed income for life. According to retirement income specialist Just, if your retirement savings were invested in balanced funds through the market turmoil of 2020, it is currently possible to secure a guaranteed income for life that is more than 15% higher than it would […]

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Are you potentially exposed to the risk of screen scraping?

In 2020, the South African Reserve Bank (SARB), the Payment Association of South Africa (PASA) and the Financial Sector Conduct Authority (FSCA) issued a joint statement warning consumers about the risks associated with instant online EFT (electronic fund transaction) payments, particularly in relation to screen-scraping. (Read: Instant EFT – Payment option can lead to online […]

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CPD deadline less than three weeks away

You have only 18 days left as we approach the end of the Continuous Professional Development (CPD) cycle and the deadline for the Financial Advisory and Intermediary Services (FAIS) CPD, which is 31 May 2021. Although the current cycle commenced on 1 June 2020, Section 2(1) and 2(2) of FSCA FAIS Notice 22 of 2020 […]

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