Sanlam has a plan for SMME employers who want to provide retirement and risk benefits
The minimum contribution depends on whether a member opts for a retirement benefit only or retirement and insured benefits.
Best Practice
Is business email compromise also a threat to advisers?
The recent findings against prominent legal persona might be a timely warning for the financial services industry to take preventative action.
Should you use your excess savings to pay your mortgage or invest in the stock market?
How your wealth would have changed over the past 20 years if you had implemented various strategies
Your child can receive a retirement income of R80 000 a month in today’s money, says asset manager
Coronation illustrates how you can use a tax-free investment to harness the power of compounding.
The trend to get off the grid is gathering pace, but total independence is still a way off
An overview of three on-site power options: diesel generators, biogas and solar.
MBSE gets the thumbs-up from top Higher Certificate in Wealth Management students
Supportive and knowledgeable lecturers are among the reasons.
Advertising code requires crypto providers to alert consumers to investment risks
Advertising Regulatory Board adds new rules governing the marketing of crypto products and services.
Top Postgraduate Diploma in Financial Planning students recommend MBSE
The qualification is demanding, but it’s ‘definitely possible to get across the line with Moonstone’.
Cybercrime judgment has implications for FSPs that email bank details to clients
ENS was aware that business email compromise attacks were rife in the conveyancing industry, judge says.
Store consultant’s relationship to the insurer proves decisive in ombud’s ruling
Claim was rejected because the phone was not used with the SIM card encoded with the number listed on the policy schedule.
Golfer lands in the rough with hole-in-one insurance claim
The insured submitted that, in terms of the policy, he was entitled to the maximum indemnity.
Beneficiary nomination updates and crypto assets in a will
New trends call for new requirements. Help your clients to fulfil their wishes when the time comes.
Resources on disclosures related to climate risk and investments
The final part in a six-part series that explains why climate risk matters to investors.
Climate-related disclosure in South Africa
Part five in a series that explains why climate risk matters to investors.
How companies should disclose climate-related information
Part four in a series that explains why climate risk matters to investors.
Task Force on Climate-related Financial Disclosures
Part three in a series that explains why climate risk matters to investors.
