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Home / Author: Moonstone Information Refinery / Page 131

Author: Moonstone Information Refinery

Videos

Day 2 Highlights from the FSCA Industry Conference 2026

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Day 1 Highlights from the FSCA Industry Conference 2026

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Budget: Key changes for taxpayers and investors

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Higher death rate among younger, upper-income earners – Discovery data

Another trend is the marked increase in death claims due to heart conditions and cancer.

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Sars announces important change to Voluntary Disclosure Programme

The VDP allows taxpayers to come clean on non-compliance that may lead to penalties discovered by Sars.

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Sanlam, Absa asset management transaction concluded

It creates a black-owned investment manager with more than R1 trillion in assets under management.

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Task Force on Climate-related Financial Disclosures

Part three in a series that explains why climate risk matters to investors.

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Is the independent financial advice market ‘an endangered species’?

Data from Ninety One provides an insight into the industry’s demographics and financial performance.

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Climate change impacts on investment

Part two in a series that explains why climate risk matters to investors.

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Big five life insurers’ death claims against fully underwritten policies returning to pre-Covid levels

Only 15% of the death claims received by the five insurers between March 2020 and August 2022 were due to confirmed Covid deaths.

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FIC proposes annual risk and compliance return for some accountable institutions

It will apply to estate agents, attorneys and trust practitioners, among others.

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Become a financial planning expert with MBSE’s Postgraduate Diploma in Financial Planning

This qualification is newly approved as an accredited qualification by the Financial Planning Institute of Southern Africa.

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Why climate change is an investment risk

A short video that explains why climate risk matters to investors.

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Where unit trust investors are putting their money

Assets under management by local collective investment schemes once again surpass R3 trillion.

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SA’s pension system slips further down the global rankings

Lack of coverage and poor preservation remain the major shortcomings.

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FIC sets out how Schedule 1 applies to property practitioners

Anyone registered as an estate agent before February 2022 will remain an accountable institution.

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FAIS Ombud’s report identifies FSP ‘problem areas’

These include delays with funeral policy claims, advice to clients who buy living annuities, and insurance policy disclosures.

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Set yourself up for a career in short-term insurance with MBSE’s Higher Certificate

The qualification fulfils the qualification requirement for obtaining the Insurance Licentiate (LIISA) designation.

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Trustco takes the JSE to the tribunal for a second time

Meanwhile, the High Court dismisses Trustco’s bid to have the FST’s November 2021 decision reviewed and set aside.

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Old Mutual to ‘re-enter’ retail banking space in 2024

The group unbundled its majority stake in Nedbank in 2018.

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Investment Rates

 

Updated 11 May 2026

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Money Market funds

Updated 11 May 2026

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ConCourt ruling raises investor risk
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