MBSE’s first cohort of students praise detailed RE 5 training
MBSE’s RE training equips students with the knowledge and skills they need to approach the RE 5 exam confidently.
Best Practice
Cohabiting couples: why living together won’t protect your inheritance rights
Common law marriage doesn’t exist in South Africa, leaving cohabiting couples vulnerable in estate and tax matters. A cohabitation or universal partnership agreement can offer crucial financial protection.
Advisers should not underestimate the implications of the two-pot system for financial planning
Financial advisers should understand the broader implications on tax planning, retirement savings, and investment strategies to guide their clients effectively.
The importance of having a valid will and proper estate planning
Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.
Moonstone Business School of Excellence launches training for FAIS representatives
MBSE’s RE 5 training is a comprehensive course designed to enhance your understanding of key regulatory frameworks and real-world applications.
Beware the tax impact on withdrawals from your savings ‘pot’
Avoiding the tax hit is one of the reasons retirement fund members should have an emergency fund.
MBSE’s top achievers balance work and study in financial planning
Emily Broodryk, Rion Malan, and Francois Mostert share why they found it rewarding to study for the Higher Certificate in Wealth Management at MBSE.
Moonstone Compliance’s beneficial ownership webinar is fully booked
Please send us an email if you want to access the recording of the webinar.
Understanding the division of retirement benefits at divorce
Understanding the nuances of ‘pension interest’ and ensuring accurate wording in the divorce order is vital to avoid complications.
Future-proofing advisory practices: key takeaways on succession planning
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
Top achievers shine: insights on mastering the Advanced Certificate in Financial Planning
Wynand Venter, Marié Rieckhoff, and Jaco van der Westhuizen share their experience of studying for MBSE’s Advanced Certificate in Financial Planning, highlighting its impact on their careers and the value of continuous learning.
‘Two-pot system will produce better outcomes for those who avoid the risks’
The type of fund to which a member belongs may improve or undermine the preservation of retirement fund assets, says Allan Gray.
Four key disconnects between advisers and female clients
A recent study by Schroders and Ad Lucem highlights significant challenges and opportunities for advisers to address the evolving needs of female clients.
Considering annuity options if inflation surges during retirement
Coronation looks at whether a life or a living annuity is more likely to protect a retiree’s income if we enter a high-inflation environment.
How MBSE shaped the careers of three rising stars in short-term insurance
The top three achievers in MBSE’s Higher Certificate in Short-term Insurance share their experience with the course and its impact on their careers.
Holistic advice ‘the key factor’ in impact of two pots on clients
Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.
Help clients to explore alternative options to savings ‘pot’ withdrawals
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
