How Sars has changed tax for annuitants
A change introduced by the South African Revenue Service (Sars) came into effect on 1 March 2022, requiring annuity providers, including Allan Gray, to withhold a fixed tax rate higher than the rate […]
Best Practice
How intermediaries can have better conversations with their clients
Clients often find insurance conversations challenging. They want to get through them quickly and enter them with a preconceived idea of what they want to talk about. But intermediaries can have more meaningful […]
CMS training webinars for healthcare brokers in May
The Council for Medical Schemes (CMS) will host two-day training webinars for healthcare brokers in May. There will be a compulsory assessment on the second day of the webinars. The sessions will cover […]
Advice for intermediaries when talking to clients about cyber insurance
Cyber security is getting closer to the boardroom, and it is only a matter of time before a failure to implement basic cyber security protocols will result in claims against directors and officers […]
Employees must nominate beneficiaries on unapproved group life and funeral policies
Employees must ensure they have nominated beneficiaries on their unapproved group life and funeral policies. If they don’t, the benefit will be paid to the deceased estate, incurring unnecessary delays and costs. This […]
Insurers making increasing use of ‘reckless driving’ clause to reject claims
Insurers are disputing or rejecting an increasing number of motor vehicle accident claims on the grounds that the insured was speeding, and consumers should be made aware of the implications of the reasonable […]
Free webinar tomorrow on commissioning affidavits using video
There were many requests for a follow-up webinar following the first Tech Talk Legal open forum on the issues surrounding commissioning affidavits over video. Therefore, the next free Tech Talk Legal webinar, on […]
Sales in execution: judge tells attorneys to stop cutting corners
The Gauteng High Court has taken attorneys to task for cutting corners when approaching the courts when the reserve price is not achieved at a foreclosure sale, and it set out the procedure […]
Free webinar on commissioning affidavits using video
There were many requests for a follow-up webinar following the first Tech Talk Legal open forum on the issues surrounding commissioning affidavits over video. Therefore, the next free Tech Talk Legal webinar, on […]
How to make the best use of a tax-free savings account
With the end of the tax year fast approaching, investors who haven’t already done so should be considering making use of their R36 000 annual contribution to a tax-free savings account (TFSA). Jaco van […]
How a tax-free savings account can maximise your retirement income
A tax-free savings account (TFSA) can help retirement fund members who bought living annuities to reduce their marginal tax rate, hence maximising their after-tax income, says Paul Hutchinson, a sales manager in Ninety […]
Registration is now open for regulatory update workshop
You can now register for Moonstone Compliance’s popular regulatory update workshop, which this year will take the form of a Zoom webinar. The workshop will be held on Thursday, 24 February, from 9am […]
Popular regulatory update workshop for FSPs in February
Moonstone Compliance, in conjunction with Moonstone Business School of Excellence, will host its popular annual regulatory update workshop on Thursday, 24 February. This year, the workshop will be hosted as a webinar. It […]
Top achievers in Wealth Management exams recommend Moonstone
The way Moonstone Business School of Excellence (MBSE) structured and ran the Higher Certificate in Wealth Management (HCWM) made completing the qualification manageable and a pleasure, even while working full time, says Etienne […]
What are the courts saying about e-signatures?
Tech Talk Legal, a series of free webinars that discuss the impact of technology on lawyers’ interactions with their clients and how legal professionals can use technology to enhance their practice, kick off […]
How advisers can protect against losing assets when wealth is transferred
Financial advisers who work holistically with families to understand better the needs of the principal members and the individual members will be at an advantage when wealth changes hands, says Daryll Welsh, the […]
Five must-have soft skills for intermediaries in 2022
The post-pandemic world we are edging towards will require the adoption and honing of a new set of soft skills, according to Thuthuka Gumede, the regional general manager: Gauteng South at SanlamConnect. “Emotional […]
