July has been designated ‘Savings Month’ by the Savings Institute of South Africa. This year the focus is firmly placed on engaging our country’s youth with a theme of “#crazywaystosave.” At the launch […]
The Discovery Health Medical Scheme continues to lead the medical scheme industry with a market share of 56.6% in the open medical scheme market, net growth of over 41,000 lives in 2018 and […]
The Discovery Health Medical Scheme continues to lead the medical scheme industry with a market share of 56.6% in the open medical scheme market, net growth of over 41,000 lives in 2018 and […]
Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]
Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]
New entrants to the labour market often enquire at Moonstone Business School of Excellence (MBSE) how to go about entering the Financial Services Industry with the aim of building a career. Gone are […]
The latest TransUnion’s Industry Insights Report found that unsecured credit products, including credit cards and personal loans, which are typically used to fund household expenses and smaller ticket purchases, saw a significant year […]
Research shows that millennials are more impatient than previous generations. The question is: “But why?” It can be attributed to technological advances which have made our lives easier, more efficient and made us […]
There is a common law rule that the interest on a loan cannot exceed the outstanding capital component of the loan. A provision in the Insurance Act 27 of 1943 exempted policy loans […]
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
In a recent Linkedin post, Etienne Gouws, CEO of Momentum Intermediary Solutions, shares how financial advisers can build relationships with millennials. According to Gouws, it is important to understand and address the unique […]
What is the SA-csi? The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. […]
In the absence of trust, no relationship can be sustained. Trust, therefore, forms the basis of any relationship. MBSE has developed a course to equip delegates with all the necessary tools and skills […]
In a recent media article, Product Development Actuary for Sanlam Individual Life, Karen Bongers shares a checklist of insurance must-haves that will definitely come in handy before you lock up and set off […]
Tony Vidler, expert in professional services on creating strong personal branding and target marketing positioning, investigates the principle of customer engagement in a recent IRIS article. What level of contact with customers is […]
The FSCA’s Guidance Notice 1 of 2019 clarifies the requirements for debarment as described in Section 14(3) of the FAIS Act with which an FSP must comply when debarring a person. The Guidance […]
The issue of ethics in South Africa has seen many challenges. Some of these are also relevant to the financial services industry. Various court cases and determinations illustrate ways in which financial advisors […]
