Important FSCA discussion documents published in December
True to form, the FSCA published a number of very important documents for public comment towards the end of 2019. We publish a summary of these documents below which we will discuss in […]
CMS steps in as Discovery Health begins recovering pharmacy overpayments
Discovery Health is engaging affected members individually after a processing error led to some pharmacy claims being paid beyond Above Threshold Benefit limits during 2025.
It’s the holiday season – Prevention is better than cure
People travelling during the festive season need to take all the necessary precautions to guarantee that their homes and vehicles are adequately insured. In a recent blog post Santam shares several holiday safety […]
CPD – Are you mapping your progress?
As you wrap up the year before the New Year rings in, it is a good time to check your CPD hour status as well. With less than 170 days remaining, how are your […]
Silly shopping season now open – Stay safe out there
We are in the midst of the holiday season, a time when frenetic festive season shopping clouds many minds. Fraudsters and thieves are only too aware of this. In a media interview, Charnel […]
Silly shopping season now open – Stay safe out there
We are in the midst of the holiday season, a time when frenetic festive season shopping clouds many minds. Fraudsters and thieves are only too aware of this. In a media interview, Charnel […]
Low-cost and health insurance products “debarred” – Will the poor suffer most?
The Council for Medical Schemes (CMS) has published a circular in which it prohibits South African medical aids from offering Low-Cost Benefit Options (LCBO) to low-income market segments. Furthermore, no products based on […]
Robo-advice – Compliance still key
The ability to deliver a consistent level of service across all channels is an increasingly important competitive differentiator for financial services providers. This was one of the outcomes of a recent international study […]
Fundamentals of Estate Planning – Learn the basics and earn CPD hours
Estate planning is a very important aspect of holistic financial planning. It gives clients comfort knowing that they have properly planned and made provision to protect their loved ones in the event of […]
Avoid being scammed this festive season – Five tips not to fall prey to scammers
With the festive season in full swing, South Africans, armed with bonuses, stokvel payouts, savings and the spirit of giving, are set to spend big over the next few weeks. Phiko Peter, Client […]
FAIS Ombud Annual report – Unpacking the statistics
During the financial year the OFO received a total of 9323 new complaints, a reduction of 8.7% from the 10 211 received during the 2017/2018 financial year. However, the OFO finalised 9954 complaints, 6.8% […]
FAIS Ombud Report – What are the emerging trends?
The Office of the FAIS Ombud (“OFO”) released its Annual Report for the year 2018/2019 last week, providing a review of its performance over this period. During the financial year the OFO received […]
Customer experience in the financial services industry – Focus not where it should be yet
The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on […]
Customer experience in the financial services industry – Focus not where it should be yet
The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on […]
Business Continuity – Learn how to mitigate risk
Business continuity is vital for any business or organisation that provides services to clients in the event the service is disrupted in any way. The Moonstone Business School of Excellence has designed a […]
Business Continuity – Learn how to mitigate risk
Business continuity is vital for any business or organisation that provides services to clients in the event the service is disrupted in any way. The Moonstone Business School of Excellence has designed a […]
Insurance Crime Bureau Annual Report – Trends to be aware of
The Insurance Crime Bureau has just released its Annual Report which provides a comprehensive overview of the activities of Bureau, as well as a few interesting case studies. “Over the years, various initiatives […]
Insurance Crime Bureau Annual Report – Trends to be aware of
The Insurance Crime Bureau has just released its Annual Report which provides a comprehensive overview of the activities of Bureau, as well as a few interesting case studies. “Over the years, various initiatives […]
