No checklist for proving a permanent life partnership, says Adjudicator
Continuous cohabitation and joint bank accounts are relevant but not decisive when trustees assess whether a claimant was a permanent life partner.
Industry News
A new board, but old questions at the PIC
Fresh appointments may restore oversight, but they do not resolve the disputes and investigations that continue to beset the Corporation.
When it’s your money, who should decide?
As employers hand more responsibility for retirement and healthcare benefits to staff, the industry is rethinking how to balance freedom with better financial decisions.
Treasury swaps sanctions for stricter municipal oversight
The release of R7.1 billion buys time, but December’s equitable share assessment will determine whether non-compliant municipalities face another funding freeze.
How deglobalisation is changing the rules for investors
Fairtree Capital’s Chantelle Baptiste argues that investors who focus only on today’s headlines risk missing the bigger forces shaping tomorrow’s opportunities.
Defined-benefit pension conversion dispute turns on fund’s rules
The fund’s calculation was found reasonable by an independent actuary, but the OPFA held that the rules did not authorise the conversion method.
ESG risks move from sustainability agenda to investment-risk lens
Alexforbes’ Stewardship Report argues that governance, water security, and other ESG factors are increasingly being evaluated for their effect on company value and long-term returns.
Financial firms urged to rethink graduate training as AI automates junior work
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
Amplify adds R4.1bn in former Glacier feeder funds to offshore range
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
Why retirement advice isn’t changing behaviour
Access to education and information has expanded, but the challenge is turning member engagement into better financial decisions and outcomes.
CMS sets end-August target for Bonitas procurement investigation
The regulator has clarified the scope of its oversight of Bonitas, confirming that two separate regulatory processes are under way.
Gary Kirsten: Why the best decisions are rarely made in the heat of the moment
From managing uncertainty to resisting emotional decisions, lessons from elite sport offer practical insights for investors and their advisers.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
CAM opens Citadel’s investment engine to independent advisers
IFAs can delegate functions including asset allocation, manager research, and portfolio construction while retaining responsibility for advice and client relationships.
Masondo exits as PIC governance crisis deepens
Finance Minister Enoch Godongwana confirms that he asked the entire board to step down or explain why its members should not be removed.
Small Claims Court limit rises to R30 000: What you need to know
The higher ceiling opens the door to larger claims from August, but monetary value is only one test for whether a dispute qualifies.
SCA clarifies when prescription starts on a builder’s repair warranty
Awareness of structural defects does not by itself mean a homeowner has the facts necessary to pursue a damages claim.
