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Home / Uncategorized / Page 5

Uncategorized

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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Momentum/Unisa Household Financial Wellness Index – Shows roadmap to financial success

The results of the Momentum/Unisa Household Financial Wellness Index show that although the number of financially unwell households increased, they are not quite as ‘financially unwell’ as before. These results, based on a […]

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Momentum/Unisa Household Financial Wellness Index – Shows roadmap to financial success

The results of the Momentum/Unisa Household Financial Wellness Index show that although the number of financially unwell households increased, they are not quite as ‘financially unwell’ as before. These results, based on a […]

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National Health Insurance Bill – The house is divided

The National Health Insurance (NHI) Bill has been a subject of controversy since inception. Whilst the government forges ahead with the introduction of NHI, many experts believe the system will fail. A wide […]

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Debarment appeal – Honesty and Integrity AT ALL TIMES, rules Tribunal

As a result of the right to appeal against a debarment decision, there was a substantial increase in debarment cases referred to the Tribunal since April 2018. In most of these cases the process […]

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Debarment appeal – Honesty and Integrity AT ALL TIMES, rules Tribunal

As a result of the right to appeal against a debarment decision, there was a substantial increase in debarment cases referred to the Tribunal since April 2018. In most of these cases the process […]

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Santam’s ST Insurance Barometer – Risk increase cannot be addressed by merely hiking premiums

Although South Africans believe that insurance provides them with peace at mind, more than half polled in a recent study indicated that affordability was a key barrier to uninsured risks. These were just […]

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Santam’s ST Insurance Barometer – Risk increase cannot be addressed by merely hiking premiums

Although South Africans believe that insurance provides them with peace at mind, more than half polled in a recent study indicated that affordability was a key barrier to uninsured risks. These were just […]

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ASISA’s investment statistics – Interest bearing portfolios favoured over equities

“The local CIS industry held Assets under management of R2.4 trillion at the end of Sept 2019 across 1592 portfolios. For the past 3 years, investors have firmly favoured interest-bearing portfolios over equities […]

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ASISA’s investment statistics – Interest bearing portfolios favoured over equities

“The local CIS industry held Assets under management of R2.4 trillion at the end of Sept 2019 across 1592 portfolios. For the past 3 years, investors have firmly favoured interest-bearing portfolios over equities […]

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SA Banking Sentiment Index – Heroes and villains in the eye of the public

BrandsEye’s 2019 Banking Sentiment Index analysed 1.9 million social media posts about South Africa’s largest banks and included an analysis of 68 500 posts about the new entrants, Bank Zero, Discovery Bank and Tyme. Below are some […]

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SA Banking Sentiment Index – Heroes and villains in the eye of the public

BrandsEye’s 2019 Banking Sentiment Index analysed 1.9 million social media posts about South Africa’s largest banks and included an analysis of 68 500 posts about the new entrants, Bank Zero, Discovery Bank and Tyme. Below are some […]

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Clarity on beneficiary nominations – Does dependent outrank beneficiary?

The Pension Funds Adjudicator recently ruled that a death benefit was distributed fairly although one of the beneficiaries was not financially dependent on the deceased. “The entitlement stems from the fact that the […]

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SA medical aid Customer Satisfaction Index – Medihelp and Bonitas score high on TCF

Medical schemes are facing tremendous pressure in a low growth market where customer expectations and utilisation are very high and increasing, while loyalty is on the decline as a result of lower price […]

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Life and Disability Insurance Gap – Widens to R34.7 trillion in 2018

Earners under 40 face an average insurance shortfall of around R1.4 million for life cover and R1.5 million for disability. This means the majority of SA’s earners are likely to be significantly underinsured. These are […]

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Death Benefits – To be a dependant or not?

Section 37C of the Pension Funds Act 24 of 1956 governs the distribution and payment of lump sum benefits payable on the death of a member of a pension fund, provident fund, pension […]

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Validity of lapsing of a policy – When does repudiation apply?

An insurer’s obligations concerning the lapsing of a policy was recently the subject of an investigation by the Long-term Ombud, following the repudiation of a claim. “Repudiation involves disputing the validity of a […]

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National Health Insurance – Health Minister dismissive of criticism

“We are one nation building one health care system. Let’s work together. There is no us and them.” These were the words in a tweet of Dr Zweli Mkhize, South Africa’s Health Minister. […]

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