RAF remains liable for medical expenses paid by schemes, SCA rules
The Court found that two later directives were issued as part of a ‘contrived stratagem’ to circumvent a binding judgment.
Author: Mark Bechard
Would your planning practice survive without you?
Mark Hedderman challenges advisers to test how well their firms could maintain client relationships, service standards, and decision-making if the founder were suddenly absent.
Legal advisers map route forward for JIBAR transition Bill
The finance committee can remove the Bill’s proposed amendments to the invalidated Public Procurement Act and proceed with the benchmark provisions.
‘Understand the client’s life before investing their money’
Kim Potgieter explains how advisers can uncover clients’ goals, money beliefs, and emotional responses before recommending a financial solution.
Compliance in a world without a rule for everything
Rianné Potgieter says greater regulatory discretion demands broader knowledge, ethical leadership, and accountability for the decisions planners make.
AI puts the onus on advisers to exercise professional judgement
An FPI convention panel explored the implications of AI for client data, technical competence, record-keeping, and the adviser-client relationship.
Brendan Dunn ‘goes one step further’ to win 2026 Planner of Year Award
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Wednesday night.
‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
Debarment set aside after call record contradicts key allegations
The Tribunal questioned Clientèle’s ‘free’ voucher advertising and sales script, while the insurer says its Royalty benefit is provided at no additional cost.
A drafted will is not necessarily a valid will
Discovery found execution errors in 18% of returned wills, while adviser-linked clients completed the journey from drafting to secure storage 22% faster.
Parliament hits pause on urgent JIBAR transition Bill
The invalidation of the Public Procurement Act has left lawmakers weighing whether removing part of the amendment Bill would require further public participation.
Tribunal: FSCA cannot impose joint-and-several penalties under section 167
The FST says the factors in section 167 of the FSRA are individual in nature and must be assessed in determining the appropriate penalty for each person.
AML Bill: Committee completes clause-by-clause deliberations
The wording of several provisions has been refined, but procurement-related drafting and the response to concerns raised by the NPO sector remain outstanding.
When does a lead become intermediation? Four views on a judgment
Responses to the ruling reveal differing interpretations of the causal link required between lead-generation activities and a financial-product transaction.
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.
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.
