Study: investor behaviour improved in 2025, but anxiety remains costly
Momentum Investments’ latest behavioural research shows fewer portfolio switches and lower overall ‘behaviour tax’ last year.
Author: Moonstone Information Refinery
Interest rate relief offers breathing space, not a turnaround in household finances
Despite easing inflation and lower borrowing costs, South Africans entering debt counselling use 71% of take-home pay to service debt, according to DebtBusters.
FSCA Consumer Advisory Panel releases inaugural annual report
The report details the Panel’s mandate, membership, and engagement with the regulator since its establishment in 2023.
Debarment set aside after Tribunal flags timing discrepancies
The effective date recorded on the FSCA’s register pre-dated any opportunity to make representations.
When insurance claims are declined: how exclusions work
A complaint reviewed by the National Financial Ombud Scheme highlights how exclusions linked to unlawful conduct are assessed.
Why King V matters for retirement fund boards
King V may be voluntary, but for retirement fund boards it has emerged as a critical standard for credible governance, fiduciary oversight and long-term value creation.
SCOPA moves from hearings to hard choices on the RAF
The committee’s final report is expected to examine the legal consequences of former chief executive Collins Letsoalo’s refusal to appear before Parliament.
Transport pressed on whether RABS can deal with RAF’s legacy claims
Unless the Road Accident Benefit Scheme Bill is retrospective, it may fail to ease the Fund’s financial burden for more than a decade, warn MPs.
New Cogence portfolios blend public and private markets for retail investors
The Diversified Markets portfolios introduce a measured allocation to private equity, credit, infrastructure, and real assets alongside listed investments.
African insurers link US$52bn in assets to ESG targets, report finds
The Nairobi Declaration on Sustainable Insurance outlines ESG-linked assets, product development, and governance trends across Africa.
Why cyber resilience matters more than ever for insurance brokers
Brokers sit at the centre of the digital risk landscape because of the nature of the information they manage and store.
Discovery links higher cancer screening to earlier diagnosis
New data shows rising cancer diagnoses among members, but also increased screening and earlier detection, which DHMS links to improved survival outcomes.
Short-term insurers strengthen customer experience, but execution gaps persist
The 2025 CE Index places short-term insurers mid-table within financial services, with clear differences emerging between brands and channels.
Stretch your medical savings: smart strategies for the year ahead
This edition of Cover to Cover looks at how members can plan, track, and optimise their medical savings to reduce out-of-pocket costs and get the most from their benefits.
SCA clarifies when liability disclaimers fail to exclude delictual claims
Exclusion clauses will not operate where indemnities are not properly concluded with each participant and brought to their attention.
AFU secures R11m linked to Foschini impersonation scam
The National Prosecuting Authority says the forfeiture follows an impersonation scheme that led to payments exceeding R22m.
Two-pot amendments resolve uncertainty for older provident fund members
The Revenue Laws Amendment Act settles the treatment of provident and provident preservation fund members aged 55 or older on T-day.
