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.
Author: Moonstone Information Refinery
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.
SA plans framework to attract global investment-management business
The proposed SFC could create opportunities in international business for qualifying FSPs with the licences, systems, and controls required to participate.
Fiscal anchor will put government’s budget discipline into law
The draft legislation would require governments to set and report against their own fiscal objectives, with Parliament and the Financial and Fiscal Commission given stronger oversight roles.
Retirement complaints hit record high as unpaid contributions dominate
Section 13A complaints accounted for more than 61% of cases investigated and closed in 2025/26, while the OPFA’s carry-over of unresolved matters increased.
SAIA appoints Lizelle van der Merwe as CEO
The FIA chief executive will take over from Viviene Pearson in January, bringing nearly 30 years of insurance and financial services experience to the role.
MTBPS: Revenue outlook improves, but fiscal pressures remain
Stronger tax collections give Treasury room for additional spending and temporary fuel relief, but fading commodity gains and high debt-service costs constrain the outlook.
Insurers face a more demanding liquidity framework
The draft standard replaces the existing liquidity risk assessment standard with more comprehensive requirements for managing, monitoring, and reporting liquidity risk.
PSG earnings rise as Wealth outperforms other divisions
Recurring headline earnings increased 5%, but lower performance fees and storm-related claims weighed on Asset Management and Insure, while return on equity declined.
JustMoney survey: Debt consumes over 40% of income for half of respondents
Limited emergency savings and frequent two-pot withdrawals show how short-term pressures are testing respondents’ longer-term financial resilience.
Why put a finance qualification on your 2027 to-do list?
What will still be useful when the world of work changes? A finance qualification can provide a foundation in knowledge, technology, and skills that can adapt with the industry.
FIA Advice Summit 2026: Watch Moonstone’s interviews from the event
Moonstone covered the people and perspectives behind the conversations shaping financial advice. Watch our interviews with FIA leadership and industry representatives.
COFI: What must an advice file prove beyond compliance?
The FSCA’s Lezanne Botha explains why signed forms and completed disclosures are not enough, and what evidence can show that advice was suitable and customers were treated fairly.
Strong markets lift retirement outcomes, but nine in 10 remain below target
Alexforbes’ latest Member Insights analysis shows better retirement incomes, although contributions declined slightly and most members are still far from the 75% benchmark.
COFI: Existing licence holders won’t have to reapply
The FSCA plans to consult on its relicensing approach and publish it about six months before the relevant provisions take effect.
FIA Advice Summit 2026: Why trust matters more than ever
From AI and climate risk to healthcare costs and regulatory reform, the summit explored how advisers can adapt while preserving sound judgement, accountability, and meaningful client relationships.
FSCA investigates transactions in Africa Bitcoin securities
The inquiry will consider whether trades executed during April and May 2026 contravened the Financial Markets Act.
