Retirement planning: ‘the biggest mistake is not asking for advice’
The new edition of ‘The Ultimate Guide to Retirement in South Africa’ provides the big picture about retirement, facilitating informed conversations between clients and advisers.
Best Practice
Top achievers in MBSE’s Higher Certificate in Wealth Management share the highs and lows of their studies
The qualification provides learners with a foundation for various roles in the financial services industry, or to kick-start their career in financial planning.
Don’t get your fingers burned – use accredited solar system installers
A fire at the Vodacom building in Cape Town has prompted insurers and the City of Cape Town to emphasise the importance of using accredited installers.
Deadline for credit providers to renew their registration draws near
Like the regulator’s annual renewal registration process, the National Credit Act is filled with potential pitfalls. MBSE’s online courses help you to master the requirements of the Act.
MiWay ordered to pay up after car goes missing during a night on the town
The events that led up to an insurance claim for a stolen car are reminiscent of the hit comedy ‘The Hangover’.
Prepare for the world of AI with MBSE’s Entrepreneurship course
With up to one-quarter of work activities set to change in the next 10 years globally, having an entrepreneurial mindset will be key to riding the generative AI wave.
Two pots: fund members must understand the implications of withdrawals
Money in the savings pot should be withdrawn only as a last resort, for absolute financial emergencies.
Current high annuity rates are a ‘rare rescue package’ for living annuitants
The Actuarial Society of South Africa (ASSA) has issued a second communication in as many weeks advising retirees to consider guaranteed annuities as part of their planning for retirement income.
Training webinars for healthcare brokers in July and November
Attendees can claim 7.5 CPD hours provided they attend both days of the webinar and complete an assessment.
Life insurance claims: five red flags advisers should know about
Indications that great care needs to be taken to investigate the claim before it is paid.
Guaranteed annuity is the better option for most retirees, says Actuarial Society
Pensioners are sacrificing the certainty of a lifetime guaranteed income in the hope that some capital will remain for a loved one when they die.
MBSE now offers four options for funding your studies
With Capitec, you could get up to R500 000 at a discounted fixed interest rate and up to 84 months to pay.
Latest claim statistics provide insights for financial advisers, says Old Mutual
Advisers can reference the data to guide consumers in making informed decisions about risk cover.
What business owners should know about declared insured values
Having accurate declared insured values is fundamental to the insurer being able to underwrite the policy properly.
‘Meeting of the minds’ is essential at application stage
Long-term insurance ombudsman orders the complainant to be compensated for poor service.
Stand out from the rest with the Higher Certificate in Short-term Insurance
Applications for the second semester close on 26 June.
Two-pot retirement system: who will be the winners and the losers?
Sanlam’s modelling looks at the impact of the system’s conflicting aims: higher preservation rates and access to savings.
