Longevity risk – are we addressing this appropriately?
The world is changing at a rapid rate and what was true yesterday is simply not true today. One of these outdated truths is that individuals are going to retire at 65 and […]
What a weekly workout can teach us about retirement
Exercising regularly is only the starting point for Discovery’s argument that everyday behaviours can have a lasting effect on earnings, debt, and retirement security.
How compounding can add value to your client
“No matter how much you earn or own in wealth right now, you still need to make a plan to protect, grow and ensure the wealth you accumulate can continue to increase over […]
Where is digitisation taken us? – Please help us to help you
It’s been a year since the country went into lockdown. From a business perspective, client engagement and retention have been key to continuity. Technology, and more specifically digital technology, played a major role […]
Where is digitisation taken us? – Please help us to help you
It’s been a year since the country went into lockdown. From a business perspective, client engagement and retention have been key to continuity. Technology, and more specifically digital technology, played a major role […]
It is time to address the serious problem of uninsured drivers
South African roads are amongst the most dangerous globally. According to Christelle Colman, spokesperson for Old Mutual Insure, accidents with uninsured drivers add to the financial burden of those who are responsible and […]
It is time to address the serious problem of uninsured drivers
South African roads are amongst the most dangerous globally. According to Christelle Colman, spokesperson for Old Mutual Insure, accidents with uninsured drivers add to the financial burden of those who are responsible and […]
Unemployed with debt? It’s not the end of the world for your client
“We cannot turn a blind eye to the frustrations brought on by the lockdown which may have resulted in job loss or salary reduction. And even in these difficult times, where people are […]
Unemployed with debt? It’s not the end of the world for your client
“We cannot turn a blind eye to the frustrations brought on by the lockdown which may have resulted in job loss or salary reduction. And even in these difficult times, where people are […]
Vishing overtakes phishing as it targets most vulnerable consumers
Despite numerous warnings from banks, the South African Banking Risk Information Centre (SABRIC) and media based messages the Ombudsman for Banking Services reports that it is continuing to receive complaints on a daily […]
Vishing overtakes phishing as it targets most vulnerable consumers
Despite numerous warnings from banks, the South African Banking Risk Information Centre (SABRIC) and media based messages the Ombudsman for Banking Services reports that it is continuing to receive complaints on a daily […]
Consumer sentiment survey paints a picture of vulnerability
Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]
Consumer sentiment survey paints a picture of vulnerability
Deloitte’s recent interactive Global State of the Consumer Tracker, released yesterday, reports that South Africa was unique in comparison with its peers in that consumers were more anxious about finances than about the […]
FSCA and Sanlam enter into enforceable undertaking
The Financial Sector Conduct Authority (FSCA) has taken regulatory action against Sanlam Collective Investments (RF) (Pty) Ltd. This follows the findings of the FSCA’s investigation into Sanlam and its administered fund, the Tresor […]
FSCA and Sanlam enter into enforceable undertaking
The Financial Sector Conduct Authority (FSCA) has taken regulatory action against Sanlam Collective Investments (RF) (Pty) Ltd. This follows the findings of the FSCA’s investigation into Sanlam and its administered fund, the Tresor […]
Non-compliance leads to curatorship for KeyHealth
In 2020, the KeyHealth Medical Scheme was placed under provisional curatorship as a result of certain corporate governance irregularities. “The journey of restoring governance at KeyHealth Medical Scheme continues,” according to the Council […]
Industry update on requirements for insurers conducting the business of a medical scheme
The Council for Medical Schemes has released Circular 22 of 2021 that relates to revised exemption conditions to Circular 56 of 2020 which was published following the outcome of the renewal exemption applications […]
SARS: Tax dodgers can run, but can’t hide
So called high-net-worth-individuals came under the spotlight during the announcement by the South African Revenue Service (SARS) of its preliminary revenue results on 1 April 2021 after a year of National COVID-19 lockdown […]
