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.
Best Practice
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.
Essential role of intermediaries in safeguarding against underinsurance
Effective communication and diligent advisory practices by intermediaries can shield clients from the consequences of underinsurance.
Final opportunity: access MBSE’s CPD courses instantly as cycle nears its end
MBSE will unveil its updated courses for the new CPD cycle on 1 June, giving a head start for those eager to avoid the last-minute rush.
Road hazard: unfit and unsafe vehicles slip through the cracks in the second-hand market
SAIA says the term ‘write-off’ can have various interpretations, and each insurer uses its own criteria to determine whether a vehicle is uneconomical to repair.
Make your mark: MBSE can help with last-minute CPD rush on 29 May
Moonstone Business School of Excellence’s CPD team will be available to assist clients with enquiries on Election Day.
Countdown to CPD deadline: MBSE has essential courses for FSPs and key individuals
Moonstone Business School of Excellence offers more than 80 courses with flexible e-learning options, so you can meet your CPD requirements easily.
Quality over quantity: growing your advisory firm without sacrificing client service
You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.
Two pots: resist the urge to access your RA savings unnecessarily
Every R1 withdrawn prematurely from retirement savings could incur a future loss of up to R30 at retirement.
