Fund members must understand the implications of annuity choices, says FAIS Ombud
The restrictions on accessing funds within a life annuity should be made clear.
Best Practice
Become an effective manager: webinar on tackling poor workplace performance
Moonstone Compliance’s free webinar will provide you with the skills to investigate and manage poor performance.
Two pots: six critical pillars financial advisers need to know when guiding their clients
While the two-pot retirement system will improve longer-term retirement outcomes, customers must be guided on the pitfalls of early access.
Cyber insurance: ‘brokers have their work cut out for them’
Business owners may be labouring under a false sense of security when it comes to the extent of their liability cover.
Student Hero takes the strain out of applying for education funding
Students who enrol with MBSE have four options to fund their studies. This week, we look at what Student Hero offers.
Case studies of settlements facilitated by the FAIS Ombud
In two cases, the representatives did not advise the clients adequately of terms that were material to the products’ benefits.
Funeral policy fraud: know how to protect yourself
While insurers say that the number of claims found to be fraudulent remains ‘stable’, funeral insurance continues to attract a high incidence of fraud and dishonesty.
Manati’s alternative student funding opens doors to education
Students who enrol with MBSE have four options to fund their studies. This week, we look at what Manati offers.
Enhance your HR skills by attending our insightful webinars in November
The free webinars will provide you with the skills to investigate misconduct and manage poor performance.
Webinars on how to investigate misconduct and address poor performance
Bookings are open for Moonstone Compliance’s two free employment law webinars in November.
Retirement funds and death benefits: what options do beneficiaries have?
There is a major difference between pre-retirement and post-retirement funds regarding the nomination and payment of beneficiaries.
Webinars on how to investigate misconduct and address poor performance
Bookings are open for Moonstone Compliance’s two free employment law webinars in November.
Here are the key features of the Capitec Education Fund
Students who enrol with MBSE have four options to fund their studies. In this article, we look at what Capitec offers.
Unravelling the tax challenges of implementing IFRS 17 in the insurance industry
Corporate tax experts Yacoob Jaffar and Shaficque Narker unpack some of their observations of the practical implementation challenges.
MBSE provides top-quality financial education and a convenient way to learn
A top achiever in the Advanced Certificate in Financial Planning programme recommends MBSE because of the quality of the teaching and the friendly lecturers.
An enforceable restraint of trade – what the court considers
The Labour Court upholds a two-year restraint in a case involving two wealth management companies.
The ins and outs of the short-term insurance industry: how to come out on top
Graduates share how MBSE’s Higher Certificate in Short-term Insurance helped them to master the terminology and basic principles of insurance.
