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Home / Uncategorized

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Videos

Interview with Brendan Dunn, 2026 FPI Financial Planner of the Year

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Key takeaways from the 2026 FPI Professionals Convention

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2026 FPI Convention – Day 1 Afternoon Session Highlights

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Warning over RE certificates bearing FSCA’s and Moonstone’s branding

The regulator says EduMe is not an approved examination body, although education providers may offer services that help candidates prepare for the examinations.

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Mental well-being linked to two-pot withdrawals

Discovery’s research points to a complex relationship between mental well-being, financial behaviour, and retirement savings withdrawals.

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Old Mutual announces chair succession ahead of Manuel’s retirement

Roger Jardine, who joined the Old Mutual board in September 2025, is set to take over as chairman after the June AGM.

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Moonstone’s master storyteller launches his debut book

After two decades of entertaining Moonstone readers with his wit and storytelling, Paul Kruger has released a collection of humorous and heartfelt tales.

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Moonstone Compliance takes the stress out of FSP licensing

Providers believe they can go it alone, only to be overwhelmed by the FSCA’s requirements. Moonstone Compliance provides tailored, expert guidance from start to finish.

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Actuaries forge new path for life and health insurers to quantify climate risk

The first Mortality and Morbidity Impact Assessment Framework guides insurers through a structured approach to evaluate long-term climate-driven health risks.

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Letsoalo fights to keep RAF job as court weighs suspension battle

The suspended RAF CEO claims the board misled Parliament and the Minister of Transport as he seeks to overturn his suspension and block the search for his replacement.

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Provisional tax simplified: key deadlines and compliance strategies

Missing the provisional tax deadlines can lead to steep penalties and interest. This article outlines the key dates and payment rules to help you stay ahead.

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New do-it-yourself FICA compliance solution for accountable institutions

The FICA Toolkit is ideal for accountable institutions that have recently initiated their FICA compliance programmes or have relatively simple products and distribution channels.

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Asisa responds to two-pots deadline of 1 March 2024

The legislation may not be finalised until October this year.

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New earnings threshold impacts your rights as an employee

If you earn more, certain provisions of three pieces of labour legislation don’t automatically apply.

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High Court rules on the inclusion of ‘on the road’ fees in credit agreements

National Credit Regulator wanted three vehicle finance houses to refund consumers OTR fees and interest charged since 2007.

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FAIS Ombud told to reconsider complaint against Old Mutual for rejecting liability claim

Tribunal was ‘not afforded the courtesy’ of an explanation for the ombud’s failure to respond to questions from the deputy chairperson.

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Insurance gap increases only slightly, but not for a good reason

SA’s 14.3 million income-earners have enough life and disability insurance to cover only 45% of their total insurance needs.

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Crypto providers welcome FSCA supervision

They believe it will result in financial advisers including crypto assets in their investment recommendations to clients.

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Was the tribunal’s decision on causal event penalties warranted?

In an article about a case in which the High Court in Johannesburg ordered the South African Special Risk Association to pay Blackspear, the judge noted that, despite the complexity of the relevant […]

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Tax implications of property transactions involving non-residents

There are no restrictions on tax non-residents acquiring and selling immovable property in South Africa. However, buyers and sellers should be aware of the tax requirements when property is sold to non-residents. In […]

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