Choosing an engagement platform – Just follow 4 simple steps
Welcome to Corona 2020 where, if you’re not virtual, you’re nowhere. It’s a brave new world – a 30 second walk to the ‘home office’ area clutching a mug of coffee has replaced […]
Bonitas transition proceeds as administrators outline plans amid legal uncertainty
Sanlam and Momentum outline how they are managing workforce, operations, and risk as the Bonitas transition proceeds despite an unresolved court challenge.
NCA and commission earners – What is the impact if credit is extended under lockdown?
Since the outbreak of Covid-19, we as South Africans have been faced with extraordinary circumstances, challenging each one of us to think differently in respect of how we conduct business, how we integrate […]
Disaster Management Act Regulations – Alert level 4 during lockdown
The Government recently published the lockdown regulations under the Disaster Management Act. With regards to the Financial Services industry, Part h: Financial and Business Services states: 1. Employees should work from home where possible. […]
Actuarial model designed for industry to plan for impact of Covid-19
The Actuarial Society of South Africa (ASSA) recently confirmed that a team consisting of some of South Africa’s leading healthcare actuaries has developed a model to assist the actuarial profession in understanding the […]
Execution of wills during lockdown – Covid-19 poses problems
“Since 1 January 1954 all wills must be in writing. They can be written by hand, typed or printed. The signature of the testator/testatrix must appear at the end of the will. This […]
Substantial increase in demand for wills – Covid-19 creates communication opportunity
The Covid-19 pandemic has highlighted that life can be totally unpredictable. The current scenario has brought conversations of life and death to the fore and sharpened the focus on the importance of drafting […]
Pension Fund Act rules versus testamentary beneficiary nominations – Tribunal clarifies dispute
A member of a pension fund died without having nominated any beneficiaries. The trustees allocated the proceeds to his two daughters, but this was disputed by one of the nominees as beneficiaries under […]
LinkedIn – First impressions count
Individuals can find financial advisers in many ways. Asking family and friends for recommendations have always been top of list for many. But in the current lockdown scenario many are heading to LinkedIn […]
COVID-19 – Update on Occupational Health and Safety Measures in Workplaces
The directions contained in latest Government notice is aimed at the prevention of transmission and specific occupational hygiene practices that focus on the need for employers to implement measures to mitigate or eliminate […]
Hub Talks – Discussions about Innovation Hub initiatives launched
The Innovation Hub is a collaborative effort of the Intergovernmental Fintech Working Group (IFWG), which includes participation from National Treasury, the Financial Intelligence Centre, the Financial Sector Conduct Authority, the National Credit Regulator, […]
Covid-19 – Supervisory response
Joint Communication 2 of 2020: COVID-19 Supervisory response, addressing various aspects under the FIC Act, was published last week. The communication confirms that there will be no relaxation of the Accountable Institutions (AIs) […]
Short term insurance – Duty to disclose a change in risk
In addition to making the correct disclosures at the start of a policy as well as paying the premium, most policies place a duty on the insured to inform the insurer of any […]
Short term insurance – Duty to disclose a change in risk
In addition to making the correct disclosures at the start of a policy as well as paying the premium, most policies place a duty on the insured to inform the insurer of any […]
Working from Home – Practicing sensible cyber security is essential
While healthcare workers are battling the COVID-19 virus, countries are in lockdown mode, and the global economy hangs in the balance, another war is raging in cyberspace. Risks to systems, data and communications […]
Working from Home – Practicing sensible cyber security is essential
While healthcare workers are battling the COVID-19 virus, countries are in lockdown mode, and the global economy hangs in the balance, another war is raging in cyberspace. Risks to systems, data and communications […]
CPD – Learn about managing the Corona Virus and earn CPD credit gratis
For those advisers who have not reached their required hours yet, the Moonstone Business School of Excellence (MBSE) has developed various CPD online courses that will not only assist you to obtain the […]
Temporary relief for pensioners with living annuities – Pros and cons to consider
“…we have expanded access to living annuity funds by allowing (the) individual to adjust the proportion they receive as an annuity income, instead of waiting up to one year until their next contract […]
