Two-pot: Will the money stay put?
The Marsh Index recognises two-pot as progress, but Alexforbes says its preservation benefits will take time to show as legacy savings are depleted.
Author: Nettalie Viljoen
FAIS Ombud flags millions lost in online CFD trading
The FAIS Ombud secured R39.58 million in settlements and awards for consumers in 2025/26, up 24.66% year on year.
Will cutting minimum medical benefits really make cover cheaper?
The Board of Healthcare Funders wants a leaner PMB package, but the CMS points to provider prices, treatment costs, and other pressures on scheme expenditure.
South Africa’s healthcare laws are stuck in 1998. AI isn’t waiting.
AI is reshaping healthcare and insurance, but outdated legislation, rising costs, and the need for trusted advice raise questions about how far technology can go.
Sanlam wants a bigger slice of customers’ financial lives
A new app combining banking, credit, rewards, insurance, and investments aims to attract younger customers and deepen long-term relationships.
Is climate volatility making some risks uninsurable?
Brokers’ local knowledge and risk-prevention advice could help keep more properties and businesses insurable as weather-related losses mount.
Can advisers explain their AI-assisted recommendations?
Panellists at the FIA Advice Summit said advisers must question AI-generated recommendations, apply their own judgement, and remain accountable for the advice they give.
Offshore investing: choosing the right structure for the people who will inherit
Albert Coetzee explains why offshore investment structures must account for situs tax, beneficiary circumstances, and succession planning to ensure wealth reaches the intended heirs.
When the client moves offshore, the insurance doesn’t have to
Cross-border clients can create complex insurance challenges – from foreign-currency liabilities and estate duty to tax residency, beneficiaries, and offshore compliance.
The South African client is becoming increasingly global
International mobility and digital assets are adding new layers of complexity to how advisers approach residence, wealth structuring, and succession planning.
Momentum Corporate to acquire full ownership of Verso
The deal gives Momentum full ownership of the retirement fund administrator despite Verso’s recent losses, with scale and complementary businesses central to the rationale.
Your client’s email is hacked. You make the payment. Who pays?
Practical steps for FSPs and their clients to spot, verify, and prevent fraud before a compromised email becomes a costly payment.
What do clients really want from a financial adviser?
Morningstar research finds that clients are looking for more than help with specific financial problems – and advisers may need to rethink how they explain their value.
South Africa’s rail revival opens a new insurance market
As private operators, financiers, and rolling-stock owners enter a rail system long dominated by the state, a specialist insurance market is developing alongside the infrastructure reforms.
When AI becomes the risk, who will insure it?
iTOO is building an AI insurance book cautiously, using performance data, international experience, and reinsurance to price a risk that is still evolving.
It may be claim number 49. It’s their worst day.
A routine interaction for an insurance professional can be a crisis for the person on the other side, making empathy a practical part of the job.
What a weekly workout can teach us about retirement
Exercising regularly is only the starting point for Discovery’s argument that everyday behaviours can have a lasting effect on earnings, debt, and retirement security.
