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Home / Best Practice / Page 24

Best Practice

Videos

Video interview: New mutual insurer enters the market

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2025 FPI Convention Highlights with Lelané Bezuidenhout and Ronald Matande

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Key compliance issues for FSPs in 2025/26

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Why South Africans need the lifeline of income protection

In 2020, 59% of all COVID-19 related Sanlam income protection pay-outs were to people younger than 39 years old. According to Karen Bongers, Sanlam Product Development Actuary, this statistic underlines the critical importance […]

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Consumer sentiment survey paints a picture of vulnerability

Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]

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Consumer sentiment survey paints a picture of vulnerability

Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]

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Easter Weekend – Stay safe on (and off?) the roads

With the Easter weekend upon us, we can expect higher traffic volumes, as many of us will be on the roads heading to holiday spots or visiting family and friends all over the […]

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Long-term insurance complaints – What does the Ombud require from insurers?

The Ombudsman for Long-term insurance mediates in disputes between members of the long-term insurance industry and policyholders. As we await the release of the Ombud’s 2020 Annual Report to see the impact of […]

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Important changes to Top 3 Rates in Moonstone Investment Indicators

Financial advisers place a high premium on the rates we publish every week, specifically because it can be presented to clients as unbiased and reliable, having been produced since July 2000. The top […]

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Global Money Week highlights economic challenges for young people in SA

Global Money Week (GMW) officially launched on Monday with an event live streamed from Paris featuring a high-level panel of global leaders and public authorities providing key insights on how to advance financial […]

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Money Smart Week 2021 – Take care of yourself, take care of your money

Money Smart Week South Africa (MSWSA) is here. The financial literacy initiative of the National Consumer Financial Education Committee (NCFEC), aims to motivate and empower South Africans to become better educated about their […]

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Money Smart Week 2021 – Take care of yourself, take care of your money

Money Smart Week South Africa (MSWSA) is here. The financial literacy initiative of the National Consumer Financial Education Committee (NCFEC), aims to motivate and empower South Africans to become better educated about their […]

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Broker of the future – It is not so much about what you do, but how

If you had any doubt that all cats are grey in the new global village, the reality of a post-Covid world confirms that there is no more “old normal” – the industry, wherever […]

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Broker of the future – It is not so much about what you do, but how

If you had any doubt that all cats are grey in the new global village, the reality of a post-Covid world confirms that there is no more “old normal” – the industry, wherever […]

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FSCA requires FIC compliance information by 31 March 2021 – read FAQs here

In February 2021, the FSCA published a Notice to make the industry aware that the Directive to provide information (DPI) for 2021 is available for online completion and submission from 1 March 2021 […]

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FSCA requires FIC compliance information by 31 March 2021 – read FAQs here

In February 2021, the FSCA published a Notice to make the industry aware that the Directive to provide information (DPI) for 2021 is available for online completion and submission from 1 March 2021 […]

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Impact of lower salary increases on retirement savings

“When you consider that most South Africans retire without sufficient savings, a lack of decent increases will exacerbate the problem,” according to Twané Wessels, Product Actuary at retirement income specialist, Just. Salary increases […]

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Make the Living Will part of your financial planning discussion

During the prime of an individual’s life, you don’t give much thought to situations in which you become ill or are facing the end of your life. Sickness and death are not easy […]

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Working with your client to develop good savings habits

Studies have shown that approximately 80% of New Year’s resolutions fail. While we have the best intentions, we’ve all been there, and most of us know how easily our immediate needs and desires […]

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Working with your client to develop good savings habits

Studies have shown that approximately 80% of New Year’s resolutions fail. While we have the best intentions, we’ve all been there, and most of us know how easily our immediate needs and desires […]

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Investment Rates

 

Updated 9 February 2026

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Money Market funds

Updated 9 February 2026

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RAF cannot appropriate medical scheme payments, says court
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