What constitutes “access-controlled” premises?
What does “access control” mean for the purposes of an insurance policy? The answer to this question was at the heart of a complaint that came before the Ombudsman for Short-term Insurance (Osti). […]
Best Practice
What constitutes “access-controlled” premises?
What does “access control” mean for the purposes of an insurance policy? The answer to this question was at the heart of a complaint that came before the Ombudsman for Short-term Insurance (Osti). […]
‘Cyber risk is an opportunity for brokers to showcase their value’
The systemic nature of cyber risk provides intermediaries with an unprecedented opportunity to show-case their value to clients, Andrew Coutts, Santam’s head of Intermediated Distribution, told the recent InsureTalk18 online conference. It is […]
Three ways to think about money, risk and investing
Behavioural finance expert Morgan Housel, partner at Collaborative Fund and an award-winning author, was a speaker at the Allan Gray Investment Summit and the CFA Investment Conference this year. Housel, in almost identical […]
Why segmentation is a vital tool for growing your practice
Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]
Why segmentation is a vital tool for growing your practice
Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]
What are an employer’s options if an employee steals confidential information?
The theft of confidential company information has been on the rise since the start of the coronavirus pandemic, where the move to working from home has resulted in less stringent safeguards to protect […]
What are an employer’s options if an employee steals confidential information?
The theft of confidential company information has been on the rise since the start of the coronavirus pandemic, where the move to working from home has resulted in less stringent safeguards to protect […]
Succession planning: what financial advisers need to consider
Retirement – particularly forced retirement – of financial advisers poses problems not only for advisers and their practices, but also for their clients, says Guy Holwill, the chief executive of Fairbairn Consult. Young […]
Advance your career in short-term insurance with Moonstone’s new qualification
Short-term insurance intermediaries who want to remain relevant will have to evolve from being insurance facilitators to professional risk advisers. This one of the key take-outs from Santam’s 2021 Insurance Barometer. “Much of […]
The qualification for financial planners who want to be on top of their game
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 […]
Why are income protection claims rejected?
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 […]
Why are income protection claims rejected?
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 […]
Allan Gray answers the 5 key questions financial advisers and clients are asking
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 […]
FSCA will take further action to address ‘unfair outcomes’ on universal life policies
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 […]
FSCA will take further action to address ‘unfair outcomes’ on universal life policies
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 […]
New Asisa website encourages ‘meaningful discussions’ with advisers
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 […]
