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 […]
Best Practice
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Skills development levy – How to get some of your money back
Fact: Skills Development Levy (SDL) is paid by every employer whose salary bill exceeds R500,000 per annum. It is 1% of the salary bill and is collected by SARS. Did you know? Employers […]
Skills development levy – How to get some of your money back
Fact: Skills Development Levy (SDL) is paid by every employer whose salary bill exceeds R500,000 per annum. It is 1% of the salary bill and is collected by SARS. Did you know? Employers […]
ST Ombud clarifies difference between Private, Business and Commercial insurance
Upon entering a contract for a motor insurance policy, it is very important for financial advisers to clarify what the intended use of the vehicle is in order to determine the correct risk […]
