It’s not possible to provide clients with proper, holistic financial advice unless you’ve obtained the Postgraduate Diploma in Financial Planning, says Hester van der Merwe, the Financial Planning Institute’s Financial Planner of the […]
Policyholders’ misunderstanding of what is meant by waiting periods in the context of income protection policies was the main reason FMI rejected claims last year – and buying a policy with an inappropriate […]
Policyholders’ misunderstanding of what is meant by waiting periods in the context of income protection policies was the main reason FMI rejected claims last year – and buying a policy with an inappropriate […]
In Allan Gray’s latest Quarterly Commentary, Tamryn Lamb, Allan Gray’s head of retail distribution, distilled some of the points discussed at the asset manager’s 2021 Investment Summit to answer the five key questions […]
The FSCA says it has begun consultations with the life insurance industry to develop solutions aimed at achieving “fair customer outcomes” for universal life policyholders. The authority said in a statement that the […]
The FSCA says it has begun consultations with the life insurance industry to develop solutions aimed at achieving “fair customer outcomes” for universal life policyholders. The authority said in a statement that the […]
The Association for Savings and Investment SA (Asisa) has launched a consumer education website that “encourages readers to use their newly gained knowledge to have a meaningful discussion with their financial advisers before […]
The Association for Savings and Investment SA (Asisa) has launched a consumer education website that “encourages readers to use their newly gained knowledge to have a meaningful discussion with their financial advisers before […]
1Life developed Vantage, our financial adviser application, to provide financial services that are an appropriate and affordable by using the best technology available. 1Life Vantage is one of the first comprehensive digital solutions […]
The SA Revenue Service (Sars) has introduced a new declaration form that can be used to inform it that a taxpayer has broken South African tax residency, says Daniel Baines, manager at PwC […]
From a number of recent tribunal decisions, it seems that some intermediaries do not understand the purpose of the Financial Services Tribunal – in particular, that it functions as an appeal mechanism only. […]
It would take R69 billion to close South Africa’s pensions gap, assuming a contribution rate of 10%, according to research published by Andrew Donaldson, senior research associate at the Southern African Labour and […]
Twenty-six percent of South Africans expect they will invest more or increase their retirement fund contributions over the next three months, while the same percentage say they will invest and contribute less, if […]
Scammers operating on social media are defrauding people by claiming they can issue certificates for the FSCA’s regulatory exams. At least two of these scammers claim to work at Moonstone’s Sandton’s exam venue. […]
London-headquartered M&G plc has once again become the majority shareholder in Prudential Investment Managers. As part of Prudential’s reversion to being a subsidiary of M&G, it will be rebranded as M&G Investments before […]
The government has launched an online portal for businesses hit by the riots and looting in KwaZulu-Natal and Gauteng to report their losses. National Treasury deputy director-general Ismail Momoniat told the Money Show […]
The government has launched an online portal for businesses hit by the riots and looting in KwaZulu-Natal and Gauteng to report their losses. National Treasury deputy director-general Ismail Momoniat told the Money Show […]
