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.
Best Practice
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.
Why lifelong learning is your secret weapon
Moonstone Business School of Excellence’s range of online qualifications, short courses, and CPD courses enable you to benefit from continuous education.
How the process to make withdrawals from the savings ‘pot’ will work
Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.
10 things people often get wrong about the two-pot retirement system
Old Mutual’s learnings about what people know or expect, based on its interactions with customers and advisers.
Pre-retirement savings withdrawals ‘make sense in certain cases’
Preservation must be encouraged, but the reality is that a retirement fund is many South Africans’ only source of savings, says Alexforbes.
Optimism soars among small businesses despite challenges
With the increasing adoption of cloud technology by small businesses, there is a growing need to raise awareness about cybersecurity risks. MBSE’s courses offer essential training to enhance cybersecurity knowledge and earn CPD points.
Pre-retirement withdrawals may cost RA investors dearly, Coronation warns
Withdrawing early effectively means you are borrowing from your future self over a fixed term at your expected rate of return on your RA investment.
Unlocking the ‘passion factor’: the missing key in entrepreneurial success
Moonstone Business School of Excellence’s Entrepreneurship short course aims to bridge the gap in entrepreneurial training to foster entrepreneurial-minded people.
CMS webinars for brokers, trustees, and medical scheme employees
The Council will provide a CPD-accredited training session for newly appointed healthcare brokers in August.
Empowering small businesses: overcoming challenges with education and skills
Moonstone Business School of Excellence’s courses equip entrepreneurs with the essential knowledge and tools to navigate the complexities of running a business.
From struggles to success: how Kediemetse Lekhoana turned obstacles into achievements
Enrolled in MBSE’s Advanced Certificate in Financial Planning, the mother of two refused to accept defeat and persevered until she obtained the qualification.
Insurers push for trackers as theft of high-end vehicles surges
According to the latest SAPS crime statistics, there were 5 973 carjackings in the fourth quarter of 2023.
Inseta extends lifeline for Further Education and Training Certificates
Inseta’s decision allows MBSE to continue offering its FETC Short-term Insurance and FETC Wealth Management qualifications.
Boost your financial planning career with MBSE’s triple-accredited postgraduate diploma
Enrolments are open until 1 July for the Postgraduate Diploma in Financial Planning, a qualification designed to elevate careers in holistic financial planning.
Research points to the need for regular reviews to ensure a living annuity will last
Simply setting an initial low percentage drawdown and hoping for the best is unlikely to result in a stable income in real terms, ASSA finds.
Boost your career prospects with MBSE’s accredited qualifications
Apply by 1 July to access Moonstone Business School of Excellence’s top-tier courses in financial planning and compliance.
