Compliance in a world without a rule for everything
Rianné Potgieter says greater regulatory discretion demands broader knowledge, ethical leadership, and accountability for the decisions planners make.
COFI: What must an advice file prove beyond compliance?
The FSCA’s Lezanne Botha explains why signed forms and completed disclosures are not enough, and what evidence can show that advice was suitable and customers were treated fairly.
AI puts the onus on advisers to exercise professional judgement
An FPI convention panel explored the implications of AI for client data, technical competence, record-keeping, and the adviser-client relationship.
When the client moves offshore, the insurance doesn’t have to
Cross-border clients can create complex insurance challenges – from foreign-currency liabilities and estate duty to tax residency, beneficiaries, and offshore compliance.
Complaints against medical schemes rise by 24.6%
The CMS’s 2025/26 annual report also highlights progress on a costed primary healthcare benefits package and research into linking administrator fees to outcomes.
The South African client is becoming increasingly global
International mobility and digital assets are adding new layers of complexity to how advisers approach residence, wealth structuring, and succession planning.
New AI tool helps untangle rules for moving money abroad
The Institute for International Tax and Finance says Clara can indicate when SARS approval may be required and which supporting documents users may need.
Car repossession: what the bank must do and what you should check
The process differs depending on whether possession is authorised by a court or the consumer agrees to surrender the vehicle voluntarily.
Hollard refreshes brand positioning around greater certainty
The insurer says its new positioning reflects the need to help customers navigate interconnected risks and make more confident decisions in a changing world.
What happens to your debt when you die
Debt does not die with you – it becomes part of your estate, potentially affecting what your family inherits and how quickly they can access it.
Opt-out rules bring financial services into the compliance net
The NCC’s draft guidelines include financial institutions and insurers, giving businesses five months to prepare for monthly database cleansing and enforcement.
RAF’s balance sheet delivers a brutal reality check
The return to the GRAP accounting standard has put R452.4bn of liabilities back on the books – more than nine times the RAF’s annual income of R48.1bn.
14 appear in court over alleged R3.99m VAT refund fraud
The case forms part of Project Jan Vas, a wider investigation into an alleged organised criminal network targeting the tax system across several provinces.
Brendan Dunn ‘goes one step further’ to win 2026 Planner of Year Award
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Wednesday night.
‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
Sanlam offers R505 a share to take Santam private
Sanlam wants to take full ownership of Santam in a deal that values minority shareholders’ exit at a 26.6% premium.
Sizwe Hosmed enters 2027 with 40% solvency and self-administration in place
Contributions will increase by between 7.5% and 8.5%, with Essential Copper introducing a lower-income band.
Momentum Corporate to acquire full ownership of Verso
The deal gives Momentum full ownership of the retirement fund administrator despite Verso’s recent losses, with scale and complementary businesses central to the rationale.
