South Africa’s retirement system has assets, but not enough reach
According to the 2026 Marsh CFA Institute Global Pension Index, South Africa ranks 51st out of 55 retirement systems.
Treasury’s climate framework could shape future regulatory expectations
The proposed framework is voluntary guidance at this stage, with all regulated financial institutions in scope and a proportionate approach proposed for smaller firms.
Retirement funds cannot outsource accountability for cyber risk
The FSCA’s practical guidance on Joint Standard 2 of 2024 sets out what retirement funds need to do to strengthen cyber resilience, oversee service providers, and prepare for cyber incidents.
CASA warns against using credit to gamble as online betting surges
Online gambling surged 390% in four years, with losses potentially extending beyond household finances to consumers’ long-term credit standing as debt mounts and repayments fall behind.
Court blocks R426 000 pension payout amid child maintenance dispute
Intro: The judgment examines when a court can restrict access to pension benefits to protect children whose maintenance obligations remain unpaid.
Private capital fundraising surges, but investment activity slows
Pension and endowment funds contributed R4.4 billion to private capital fundraising in 2025, up from R1.6 billion a year earlier, signalling stronger domestic institutional investment.
FAIS Ombud highlights risks of failing to inform clients properly
Providers need evidence that clients were informed of material policy requirements, as a case involving a stolen Toyota Prado illustrates.
Medical evidence defeats insurer’s non-disclosure defence
The Appeal Tribunal found that the skin cancer had been completely treated, while evidence showed that the insured did not have lung disease.
SFC could bring more global financial-services activity onshore
JSE Group chief executive Valdene Reddy says the SFC could build local expertise and a broader financial-services ecosystem around foreign portfolio management.
Sanlam expects Santam deal to lift returns
Sanlam says buying out Santam’s minority shareholders would support earnings growth, improve capital allocation and help lift adjusted return on equity above 20% by 2030.
FSCA imposes R4.1m penalty and 25-year debarment on Du Plessis
The case began with a public warning in 2024 over alleged unrealistic returns and claims that Du Plessis had misrepresented his links to Sanlam Private Wealth.
Twenty-year debarment for unauthorised investment scheme
The FSCA found that about R129 000 deposited into the director’s personal bank accounts was used for personal purchases rather than invested as promised.
SanlamAllianz: Can the African expansion deliver?
Integration is largely complete, but weak general insurance results and problems at its reinsurance arm are putting SanlamAllianz’s growth ambitions under pressure.
AI is changing what clients pay financial advisers for
Stafford Masie challenges advisers to rethink their value as AI makes information, analysis, and technical expertise increasingly accessible.
Momentum Insure targets IFA channel with Morné Stoltz appointment
Morné Stoltz’s appointment as head of Intermediary Distribution aims to strengthen Momentum Insure’s IFA channel.
Repaying a client loan doesn’t save a representative from debarment
The Tribunal found that repayment could not undo the misconduct of borrowing from a client and failing to disclose the arrangement.
False incident date costs policyholder his claim and cover
The NFO upheld the claim rejection and policy cancellation after the policyholder admitted combining damage from two incidents and falsifying the date.
The rising cost of money
South Africa’s debt outlook is improving, according to the Medium-Term Budget Policy Statement. But what could higher borrowing costs globally mean for local households, businesses and the public purse?
