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How different investment strategies may prevent capital erosion in living annuities
New actuarial modelling shows that most living annuity investors need to consider higher equity exposure, together with lower drawdown rates, to avoid running out of money.
Post-termination medical evidence is relevant when considering a disability claim
The Ombudsman for Long-term Insurance rules that Fedgroup Life must pay an employee’s mental illness claim.
South Africans who work with a financial planner are better off, study finds
Clients who are advised by a Certified Financial Planner® professional report the highest level of financial security and well-being.
Two qualifications that will boost your career in financial planning
Applications are open for MBSE’s Advanced Certificate in Financial Planning and Postgraduate Diploma in Financial Planning.
Recordings of our Employment Equity Act webinars are available
Moonstone Compliance’s webinars demystify the Employment Equity Act.
Boost your self-confidence with MBSE: 10 ways further study helps to build self-esteem
Unlock your potential for a career in financial planning with Moonstone Business School of Excellence’s Higher Certificate in Wealth Management.
Six reasons for making a commitment today to studying with MBSE in 2024
Why wait until January to set your New Year’s resolutions? Decide now to achieve your career goals with Moonstone Business School of Excellence.
A clear case of an ambiguous policy wording?
The policy’s terms and conditions, read together with the schedule, did not make it clear that a tracking device was a requirement for theft/hijacking cover.
Online platform launched to report, identify, and prevent syndicate-driven scams
Fraudsters are making millions out of ancestry and commodity-trading scams, warns the Southern African Fraud Prevention Service.
SAIA launches online tool for consumers to check the status of a second-hand vehicle
The database from which information is drawn for VIN-Lookup does not contain a complete record of all salvaged and repaired vehicles.
Fraudulent funeral policies: 5 tips to stay clear of scams
The FAIS Ombud alerts consumers to the strategies fraudsters are using to trick consumers into signing up for policies.
IFA succession planning: avoid these common pitfalls
Advisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
Earn CPD points while becoming cybersecurity smart
MBSE’s cybersecurity series provides the knowledge and tools you need to protect personal and business information from cyber threats.
CMS training for newly appointed trustees of open medical schemes
The induction programme takes place online over two days.
Stay up-to-date on the latest cybersecurity trends and best practices with MBSE
MBSE’s cybersecurity newsletters provide the knowledge and tools needed to protect personal and business information from cyber threats.
Webinar on your obligations under the Employment Equity Act – at no cost
Moonstone Compliance’s second EEA webinar will explain the obligations the Act imposes on a designated employer.
