Allan Gray’s data finds that advisers making heavier use of offshore solutions often have higher client balances and stronger inflows.
The Council for Medical Schemes (CMS) has just published its quarterly report for the period ended 31 March 2020. Tasked with monitoring the financial performance and soundness of medical schemes, the CMS publishes comparative figures […]
October is the month when most medical schemes announce their updated rates for 2021.Will it be in line with the Council for Medical Schemes’ recommendation? In August 2020, the Council for Medical Schemes […]
The Advertising Regulatory Board (ARB) recently told Old Mutual’s iWize to withdraw or amend its advert and to make it clear that only cars worth less than R1.2m are eligible for an offer […]
Between March and August this year, Sanlam Individual Life has paid out over R162 million in COVID-19 related claims. Sickness and income protection benefits amounted to over R17 million claims while death and funeral claims […]
Between March and August this year, Sanlam Individual Life has paid out over R162 million in COVID-19 related claims. Sickness and income protection benefits amounted to over R17 million claims while death and funeral claims […]
Financial literacy is not an obligation we can conveniently dump on the authorities – as the direct interface between clients and product providers we have a responsibility to contribute in this regard. The […]
Financial literacy is not an obligation we can conveniently dump on the authorities – as the direct interface between clients and product providers we have a responsibility to contribute in this regard. The […]
The role of the Tax Ombud (OTO) is to review taxpayers’ complaints against SARS and help resolve them through mediation or conciliation. OTO’s CEO, Prof Thabo Legwaila, recently reiterated the importance of fairness […]
The role of the Tax Ombud (OTO) is to review taxpayers’ complaints against SARS and help resolve them through mediation or conciliation. OTO’s CEO, Prof Thabo Legwaila, recently reiterated the importance of fairness […]
According to Patrick Cairns of Citywire “it’s been a tough old time for local fund managers” as the latest Citywire fund manager ratings indicated that South African managers have done noticeably worse than […]
According to Patrick Cairns of Citywire “it’s been a tough old time for local fund managers” as the latest Citywire fund manager ratings indicated that South African managers have done noticeably worse than […]
The important role women play in money matters should not be restricted to one month in a year. Two recent surveys underline just how significant this role is. A snapshot survey of how […]
The important role women play in money matters should not be restricted to one month in a year. Two recent surveys underline just how significant this role is. A snapshot survey of how […]
The importance of evaluating and reassessing a client’s risk, including changes in insurance risks under the COVID-19 lockdown period was one of the topics discussed at the OSTI’s virtual Consumer Webinar. “Elements and […]
The significance of this case in relation to South Africa is that many of the local policy wordings has its roots in the UK. The finding of the High Court on the majority […]
While doing research on developments under the Business Interruption Insurance test trial in the UK, I came across the following prescribed principles for firms regulated by the British Financial Conduct Authority. Whilst many […]
The financial services industry across sectors have responded in various ways to reduce the economic impact of COVID-19. The unprecedented pressure on consumers brought on by the pandemic has also prompted a quick […]
