Sanlam bets on banking to deepen customer ties
A new GoTyme-powered banking service is part of a broader strategy to build closer customer relationships, even as investment in future growth weighs on earnings.
What do clients really want from a financial adviser?
Morningstar research finds that clients are looking for more than help with specific financial problems – and advisers may need to rethink how they explain their value.
FICA penalties for three financial institutions total R35.6m
The sanctions against Capitec, Ninety One Assurance, and Albaraka arose from inspections conducted between 2021 and 2023.
OUTsurance’s tied broker channel more than quintuples profit
Stronger South African margins drove group earnings higher, while natural peril and CTP claims weighed on Youi’s rapidly growing Australian business.
Trust filing season: Key dates and requirements for the 2026 returns
The enhanced ITR12T will draw on third-party data, while SARS steps up scrutiny of nil returns, passive assets, and assessed losses.
GPAA chief executive dismissed over procurement misconduct
Kedibone Madiehe was found guilty of breaching the PFMA, procurement rules, and her fiduciary duties following several forensic investigations.
Unpaid contributions: what ‘doing enough’ looks like for trustees
An IRFA panel says trustees need clear escalation processes and persistent oversight to turn section 13A compliance into meaningful recovery action.
Standards will usher in fuller reporting on fund finances, investments, and ESG
Retirement funds will face expanded annual and quarterly reporting, while boards remain responsible for setting ESG mandates and overseeing how asset managers implement them.
FSCA flags unauthorised operators and impostors
The latest batch of public warnings covers investment solicitations, unauthorised financial services, and alleged false claims of association with legitimate firms.
The AI token: the tiny unit behind a trillion-dollar bet
Understanding tokens helps explain not only the rising cost of using AI, but also the assumptions behind the enormous investment in AI infrastructure.
FSCA explores value-for-money framework for retirement funds
The regulator is looking to international models as it seeks a more consistent way to assess member outcomes, costs, and investment performance.
Are trustees looking at the real cost of retirement-fund fees?
Initial cost comparisons can obscure how fees linked to assets, salaries, or membership grow over time, potentially producing sharply different outcomes.
OPFA signals tougher action against non-compliance
The Pension Funds Adjudicator plans to use its powers more assertively against employers, funds, and responsible persons who ignore complaints or fail to co-operate.
Mental well-being linked to two-pot withdrawals
Discovery’s research points to a complex relationship between mental well-being, financial behaviour, and retirement savings withdrawals.
ASISA: Transformation Fund should build on what is already working
The savings and investment industry says it supports transformation but warns that a proliferation of overlapping policy frameworks could undermine gains already achieved.
Three FSPs sanctioned over FICA compliance failures
The sanctions cover a range of shortcomings, from deficient RMCPs and customer checks to sanctions screening, registration, and failures to provide information.
Families’ post-death pressures widen the estate planning conversation
Capital Legacy’s research shows how liquidity gaps, complex administration, and inadequate information can affect families after a death.
OM Bank grows rapidly as investment phase continues
Customer numbers are expected to pass one million this month, while Old Mutual targets a monthly break-even by 2028 as it builds scale.
