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.
Author: Nettalie Viljoen
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.
Bonitas defends administrator switch after record financial results
Executives acknowledged the disruption caused by the June administrator switch while insisting the scheme’s long-term strategy remains on track.
Planning for survival: How medical advances are reshaping insurance claims
Old Mutual says advisers should focus more on the financial impact of surviving illness, as recovery increasingly brings prolonged income and healthcare pressures.
CMS sets end-August target for Bonitas procurement investigation
The regulator has clarified the scope of its oversight of Bonitas, confirming that two separate regulatory processes are under way.
The race to reach a fire before it becomes a total loss
Private firefighting networks, connected smoke detectors, and faster emergency response are giving insurers new ways to limit losses before flames engulf a home.
Bonitas, Medscheme clash over scope of CMS investigation
Medscheme says the CMS has broadened its investigation into Bonitas’s procurement processes, but Bonitas disputes that interpretation.
Could AARTO eventually affect your insurance premium?
SAIA says international precedent exists, but insurers will need years of reliable data before drawing any conclusions.
GEMS targets future contribution relief after CMS setback
The scheme says R1.7 billion in projected savings could moderate future increases as it prepares for robust talks with organised labour.
More than marks: The stories behind MBSE’s top PGDip graduates
Three graduates, three very different journeys – meet the professionals whose determination, resilience, and love of learning earned them a place among MBSE’s top PGDip achievers.
