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.
Best Practice
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.
Climate change impacts on investment
Part two in a series that explains why climate risk matters to investors.
Why climate change is an investment risk
A short video that explains why climate risk matters to investors.
Analysis of oncology benefits reveals grave cost concerns
Both private healthcare and public healthcare are negatively affected by costing factors beyond their control.
Clients need to be reminded of the long-term benefits of risk cover
Intermediaries can help clients to understand the implications of losing their protection.
What assembling my son’s trampoline taught me about financial planning
Gavin Smith CFP® has been a financial planner for 10 years. But a recent experience with a mail-order trampoline was something of a Eureka moment for him. My wife and I became parents […]
Preventing a disconnect between client expectations and policy conditions
In a recent article, I quoted from a review conducted by Allianz Global Corporate & Specialty (AGCS) that examined developments in corporate insurance claims and highlighted the top causes of loss for companies, […]
Income protection cannot take an umbrella approach
As a financial adviser, you can play an invaluable role to help ensure financial sustainability for your client through a needs-matched product that is unique to them. But how much income protection cover […]
‘Interrogate a guardian’s circumstances before deciding where to pay a death benefit’
A beneficiary fund should not be the default choice when a retirement fund pays out a death benefit due to minor beneficiaries, but trustees must interrogate a guardian’s circumstances and intentions before making […]
FSCA to host online workshops on financial soundness for FSPs
The FSCA will this month hold online workshops on financial soundness for FSPs and on an upcoming survey. The Authority said there will be two workshops on financial soundness, according to the type […]
Sars ruling highlights need to understand implications of investing in hybrid offshore pension products
South Africans are increasingly mobile, either working abroad, staying abroad for extended periods, or opting to retire outside of South Africa. This has increased the focus on foreign pension products because South African […]
Why the relationship between women and money may not be what you think
A recent report by multinational investment management firm Schroders has emphasised the need for the financial services industry to get to grips with the gender dimension of investing and wealth transfer. The study […]
What’s keeping women out of leadership in professional services?
The audit, tax and advisory industry has transformed significantly over the years and gradually the skills pool in this industry has become more diverse. Despite developing the same skills and receiving the same […]
