Opportunities and challenges: women’s path to leadership in financial services
PSG executives Wendy Myers, Anet Ahern, and Karen Rimmer draw on their own experience to provide advice on how women can climb the corporate ladder.
Author: Moonstone Information Refinery
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
Trust is an essential element in the relationship between advisers and consumers, who have a responsibility to verify aspects of their adviser’s credentials and standing, says the Financial Planning Institute.
Adjudicator urges funds and members to communicate to avoid two-pot complaints
Members should find out whether they will be eligible to withdraw money from their savings components.
Profile releases rules for new unit trust awards
The highest Total Expense Ratio for each qualifying retail fund will be used for the performance calculations
Partially occupied offices pose insurance risks for business owners
While several large companies have spearheaded a gradual return-to-work, the hybrid working model has remained sticky for many South Africans.
Dividend windfall for Coronation shareholders
The declaration follows the Constitutional Court’s ruling in the asset manager’s favour in a tax dispute with SARS.
Temporary RE exemption for crypto FSPs expires in three months
FAIS Notice 25 of 2023 exempts crypto asset FSPs and KIs from the regulatory examination requirements for 18 months.
FIA Intermediary Experience Awards: familiar faces shine
Long-standing winners such as Western National and Santam retained their titles, while iTOO re-emerged as the Underwriting Manager of the Year.
FSCA publishes ‘two pots’ guidance for defined-benefit funds
If a fund cannot follow the standard allocation methods, it must apply for FSCA approval to use an alternative, reasonable method.
Twins born from donor sperm outside marriage not legal dependants
Sperm does not a father make and being a biological parent does not confer absolute rights, according to a ruling by the Pension Funds Adjudicator.
Another organisation says it won’t sign the Presidential Health Compact
The South African Health Professionals Collaboration says the document is biased towards solidifying support for NHI.
Future-proofing advisory practices: key takeaways on succession planning
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
Celebrating excellence and resilience: FPI awards honour top financial planners
Rudolph Geldenhuys, a senior financial planner at WealthUp, is the Financial Planner of the Year for 2024.
Top achievers shine: insights on mastering the Advanced Certificate in Financial Planning
Wynand Venter, Marié Rieckhoff, and Jaco van der Westhuizen share their experience of studying for MBSE’s Advanced Certificate in Financial Planning, highlighting its impact on their careers and the value of continuous learning.
Sygnia wins appeal over advert’s claims about RA fees
The independent modelling submitted by Sygnia made it clear that the claims in the advert are mathematically and factually accurate.
Organisations won’t sign Presidential Health Compact because it endorses NHI Act
Business Unity South Africa and the South African Medical Association are unhappy about references to NHI in the document.
‘Two-pot system will produce better outcomes for those who avoid the risks’
The type of fund to which a member belongs may improve or undermine the preservation of retirement fund assets, says Allan Gray.
