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Home / Industry News / Page 174

Industry News

Videos

What’s on the FIA’s agenda? Interview with FIA CEO Lizelle van der Merwe

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The FSCA and the intermediary: An interview with FIA President Ronald King

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Moonstone is at the FIA Advice Summit 2026- Puts the Future of Financial Advice in Focus

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Insurers need to gauge solvency issues resulting from Covid-19 impact via risk profiling

A recent article by BDO South Africa highlighted the importance of financial soundness for institutions with contractual obligations to investors. The question that the boards of insurers should be asking themselves is whether […]

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Lockdown learnings for retirees – Trim the fat from regular spending

A volatile financial climate has seen many South African pensioners in living annuities looking to increase their withdrawals to cover current cash shortages. However, retirement income specialist, Just, advises strongly against this, recommending […]

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Internal COVID-19 Compliance Officer – Focus on Disaster Management as distinct from Fit and Proper CO

The latest Regulations in terms of the Disaster Management Act set out specific measures that employers are required to take to protect their employees in the workplace from COVID-19. According to the Level 4 […]

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Investments uncertainty – Assist your clients to have “cooler” thoughts

With the extreme market volatility and emotional turmoil caused by the COVID-19 pandemic, it’s understandable that investors are concerned about their investments. According to Nomi Bodlani, head of strategic markets at Allan Gray, […]

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Investments uncertainty – Assist your clients to have “cooler” thoughts

With the extreme market volatility and emotional turmoil caused by the COVID-19 pandemic, it’s understandable that investors are concerned about their investments. According to Nomi Bodlani, head of strategic markets at Allan Gray, […]

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FSCA Expectations of CIS managers during COVID-19

The FSCA published Communication 23 of 2020 (CIS) recently to acknowledge the impact of the COVID-19 global pandemic on collective investment schemes and their investors. The focus of the communication is specifically to […]

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Long Term Ombud Annual Report – Guidance for industry and advisers on focus areas

“We received 11 915 written requests for assistance in 2019, which was an increase of 147 requests compared to the 11 768 in 2018,” Judge Ron McLaren, Ombudsman for Long-term Insurance notes in […]

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Tax services – Now under umbrella of essential financial services

According to Government Gazette No. 43266, “services required to comply with an obligation imposed by or to exercise a right in terms of a tax Act” are now included within the range of […]

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Moonstone Compliance Services – Now virtual and office based

Moonstone Compliance and Risk management would like to take this opportunity to inform our valued clients that as from Monday, 11 May 2020, our physical office will be reopening. A number of our clients by […]

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Moonstone Compliance Services – Now virtual and office based

Moonstone Compliance and Risk management would like to take this opportunity to inform our valued clients that as from Monday, 11 May 2020, our physical office will be reopening. A number of our clients by […]

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Unshackle your mind – Free webinar on getting to know your 8-dimensional brain

Dr Kobus Neethling, one of the leading global creativity lthinkers will be hosting a free webinar, Get to know your 8-dimensional brain and become super successful, on Friday, 8 May 2020 from 15:00 – 16:00. What you […]

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Unshackle your mind – Free webinar on getting to know your 8-dimensional brain

Dr Kobus Neethling, one of the leading global creativity lthinkers will be hosting a free webinar, Get to know your 8-dimensional brain and become super successful, on Friday, 8 May 2020 from 15:00 – 16:00. What you […]

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Disaster Management Act Regulations – Alert level 4 during lockdown

The Government recently published the lockdown regulations under the Disaster Management Act. With regards to the Financial Services industry, Part h: Financial and Business Services states: 1. Employees should work from home where possible. […]

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Actuarial model designed for industry to plan for impact of Covid-19

The Actuarial Society of South Africa (ASSA) recently confirmed that a team consisting of some of South Africa’s leading healthcare actuaries has developed a model to assist the actuarial profession in understanding the […]

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Substantial increase in demand for wills – Covid-19 creates communication opportunity

The Covid-19 pandemic has highlighted that life can be totally unpredictable. The current scenario has brought conversations of life and death to the fore and sharpened the focus on the importance of drafting […]

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Pension Fund Act rules versus testamentary beneficiary nominations – Tribunal clarifies dispute

A member of a pension fund died without having nominated any beneficiaries. The trustees allocated the proceeds to his two daughters, but this was disputed by one of the nominees as beneficiaries under […]

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COVID-19 – Update on Occupational Health and Safety Measures in Workplaces

The directions contained in latest Government notice is aimed at the prevention of transmission and specific occupational hygiene practices that focus on the need for employers to implement measures to mitigate or eliminate […]

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