F&I professionals urged to turn compliance into customer value
Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
Best Practice
Clearer communication can prevent many motor insurance disputes
The NFO says proactive disclosure, better underwriting conversations, and stronger intermediary oversight will benefit customers and insurers alike.
Running out of time for CPD? MBSE says use the hours you already have
Advisers can reduce last-minute pressure by breaking the remaining hours into shorter, more manageable sessions instead of cramming courses into a final rush.
On-site fuel storage may create hidden insurance exposures
GIB Insurance Brokers says firms storing larger fuel volumes on-site should ensure insurers are informed and that sums insured reflect the increased exposure.
Trust is an insurance broker’s ‘moat’ in the digital era
Santam’s Fanus Coetzee says the real value of an intermediary is not at sale, but when a client needs clarity, reassurance, and help after a loss.
Still short on CPD hours? MBSE suggests ready-made combinations
MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.
Exam prep that works: How to get the most out of your time
As exams begin, MBSE shares practical strategies to help students use their study time more effectively.
AI’s ‘jagged frontier’ poses risks for lawyers
The failures of generative AI are concentrated in citation-heavy, consequence-heavy tasks where verification is essential.
Prudential Authority warns of AI-accelerated cyber attacks
Financial institutions must move beyond monitoring and focus on resilience, containment, and recovery under compressed timelines.
CPD deadline looms – make the final hours count where it matters
With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.
Choosing your next step? Commerce offers a world of opportunities
As post-school study options come into focus, MBSE’s open days showcase flexible commerce pathways.
Beyond flexibility: the added gains of online learning
Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.
CDH flags compliance risks in replacement policy advice
The law firm says recent FAIS Ombud and Tribunal decisions highlight disclosure, suitability, and record-keeping failures in replacement policy cases.
When does switching into an offshore endowment make sense?
Allan Gray explores how embedded gains, tax rates, investment horizon, and executor’s fees affect the decision to switch offshore investments into endowments.
How financial advisers support clients during market volatility
A Morningstar behavioural study examines client reactions during turbulent markets and outlines communication approaches advisers use to address concerns.
New CPD courses tackle crypto advice and real-world ombud lessons
MBSE launches two practical CPD programmes to help advisers meet crypto compliance requirements and learn from ombud rulings shaping the financial services industry.
Excess retirement contributions: when they help – and when they hurt
Converting discretionary savings into retirement vehicles can cut tax on living annuity drawdowns – but may reduce long-term value.
