“Husband’s moles cost widow R2m,” screamed the headline. The article, which appeared in Rapport on 5 June, sketched the background to yet another claim refuted on grounds of non-disclosure. Background The client was […]
BNP Paribas says the pressures on core inflation are building, which could force the South African Reserve Bank (Sarb) to step up the pace of repo rate hikes from next month. Meanwhile, Anchor […]
Why is this survey so important? The conclusionary note in the media release reads as follows: The SA-csi for Life Insurance is the most comprehensive survey of customer satisfaction, and is a causal […]
Why is this survey so important? The conclusionary note in the media release reads as follows: The SA-csi for Life Insurance is the most comprehensive survey of customer satisfaction, and is a causal […]
“For too long financial needs analyses (FNAs) have calculated an amount that clients need to allocate to insurance and invest without taking affordability into account. If we want to make financial advice more […]
“For too long financial needs analyses (FNAs) have calculated an amount that clients need to allocate to insurance and invest without taking affordability into account. If we want to make financial advice more […]
One of the interesting findings of the recently discussed Momentum Investments and Oxford Risk Noise and Investment Advice Study was that the conventional methods of assessing risk of individual investors, is subject to […]
One of the interesting findings of the recently discussed Momentum Investments and Oxford Risk Noise and Investment Advice Study was that the conventional methods of assessing risk of individual investors, is subject to […]
“A recent decision of the Supreme Court of Appeal, handed down on 13 April 2021, will have a material impact on South Africa’s insurers, requiring them to review their policies,” according to George […]
A fundamental character trait of a person who provides financial services and furnishes advice to members of the public is honesty and integrity. This goes hand in hand with conducting business with the […]
A fundamental character trait of a person who provides financial services and furnishes advice to members of the public is honesty and integrity. This goes hand in hand with conducting business with the […]
The primary role of a traditional bank providing financing and capital is set to be challenged further by non-banks, according to a 2020 PwC’s report, Securing your tomorrow, today – The future of […]
National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives […]
National Treasury announced in its 2021 Budget that the Section 12J tax incentive, introduced in 2008, will not be extended beyond its sunset date at the end June. What was National Treasury’s objectives […]
“Pregnancy and childbirth are usually occasions of great joy, but the medical expense shortfalls that go along with it can add a lot of stress,” Tony Singleton, CEO at Turnberry Risk Management Solutions […]
The emergence of COVID-19 turned 2020 into an extraordinary year, leading to significant changes in the way we live and work. In the Financial Advice industry many had to move to virtual-based businesses […]
The Taxation Laws Amendment Bill, announced in Parliament late last year, introduces new tax rules regarding the annuitisation of provident funds which will come into effect on 1 March 2021. A recent opinion […]
