Representative’s ‘fate was sealed before she was heard’
The Tribunal found both that the process was unfair and that the FSP had not established dishonesty, recklessness, or lack of fitness and propriety.
Author: Moonstone Information Refinery
Defined-benefit pension conversion dispute turns on fund’s rules
The fund’s calculation was found reasonable by an independent actuary, but the OPFA held that the rules did not authorise the conversion method.
Tribunal ruling reinforces substance over form in insurance
CDH says the decision highlights the risks for businesses that incorporate cover or risk-transfer arrangements into broader commercial offerings.
Conduct Standard deadline nears for benefit administrators
From 6 August, administration agreements and outsourcing arrangements must comply with the last deferred provisions of Conduct Standard 2 of 2025.
ESG risks move from sustainability agenda to investment-risk lens
Alexforbes’ Stewardship Report argues that governance, water security, and other ESG factors are increasingly being evaluated for their effect on company value and long-term returns.
Financial firms urged to rethink graduate training as AI automates junior work
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
Amplify adds R4.1bn in former Glacier feeder funds to offshore range
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
Why retirement advice isn’t changing behaviour
Access to education and information has expanded, but the challenge is turning member engagement into better financial decisions and outcomes.
Gary Kirsten: Why the best decisions are rarely made in the heat of the moment
From managing uncertainty to resisting emotional decisions, lessons from elite sport offer practical insights for investors and their advisers.
Is your leadership team equipped to oversee FICA compliance?
Moonstone Compliance’s executive training gives decision-makers the knowledge to manage regulatory risk, exercise effective oversight, and strengthen governance.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
FSP ‘cannot sidestep’ restraint question in dishonesty case
The Tribunal finds that the alleged misrepresentation, non-disclosure, and materiality all depended on the contractual issue the FSP declined to establish.
Masondo exits as PIC governance crisis deepens
Finance Minister Enoch Godongwana confirms that he asked the entire board to step down or explain why its members should not be removed.
Small Claims Court limit rises to R30 000: What you need to know
The higher ceiling opens the door to larger claims from August, but monetary value is only one test for whether a dispute qualifies.
SCA clarifies when prescription starts on a builder’s repair warranty
Awareness of structural defects does not by itself mean a homeowner has the facts necessary to pursue a damages claim.
Debt-repayment burden worsens as cost-of-living pressure returns
The latest Money-Stress Tracker finds persistent financial strain alongside changing coping strategies and a growing willingness among some consumers to consider debt counselling.
Municipalities are owed R218bn. So why are they running out of money?
The FFC says a system-wide breakdown in collecting and paying bills is fuelling arrears that more than a decade of government interventions has failed to contain.
