CPD – Online courses now key
The spread of the coronavirus led to the closure of schools and universities and the cancellation of face- to-face workshops and seminars. With only 72 days to go, now is the time to […]
F&I professionals urged to turn compliance into customer value
Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
The real cost of that daily cappuccino – Trust an actuary…
Costa Economou, convenor of the Retirement Matters Committee of the Actuarial Society of South Africa, says that many people do not consider the time it takes to earn the money needed to fund […]
The State of our National Savings – Are we saving resilient?
The Investec GIBS Savings Index for SA, started three years ago, has become an important barometer and measure of savings levels in the country. Toward the end of last year, Investec also released […]
On-boarding of a client – FIC draft customer due diligence and risk assessment
The Financial Intelligence Centres recently published Draft Public Compliance Communication 108 (PCC 108) with the objective to provide clarity on certain practical application issues relating to the on-boarding of a client in terms of Chapter 3 […]
Revolutionary new approach to retirement planning – Focussing on the present rather than the future
Researchers at Stellenbosch University have come up with a novel approach in how we tackle retirement provision. It looks at the here and now, rather than make guestimates about an uncertain future. At […]
LinkedIn – 4 ways to improve your profile
If potential clients are seriously considering appointing you as their financial adviser, they will often look to platforms like LinkedIn, which is where they form a first impression of you. Building your LinkedIn […]
Coronavirus and medical schemes – What are the implications?
“Coronavirus is yet to test the rules of medical schemes,” Michelle David, Director at Norton Rose Fulbright South Africa Inc recently stated in an article where she weighs in on the implications of […]
Reintroducing third party insurance – Welcomed by most insurers
About 70% of the approximately 12 million cars on South Africa’s roads are not insured. Insurers have therefore welcomed the government’s proposal, announced in the recent Budget speech, to make third-party insurance compulsory for […]
Money Smart Week – Educating the consumer to become money smart
Money Smart Week South Africa 2020 will take place from 23 to 28 March. In a recent tweet the FSCA asked: “What will you be doing to help improve financial literacy and help build a […]
Continuous Professional Development – Progress check
With less than 80 days before the end of the current CPD cycle, now is an opportune time to take stock, and action, if required. As you are no doubt aware, certain categories […]
Pension Benefits – Permissible deductions where fraud is alleged
A recent determination by the Financial Services Tribunal concerned the PFA’s order to release withdrawal benefits to employees. The employer challenged this decision as it originally withheld the benefits based on a disciplinary […]
Correction – Morningstar 2020 South Africa Fund Award Winners
An earlier article about the Morningstar awards incorrectly linked the 2019 media release. Here is the correct 2020 release – congratulations to the winning funds and apologies for publishing the incorrect media release. […]
Financial Planning – Flawed financial thinking revealed
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
Financial Planning – Flawed financial thinking revealed
In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 […]
Future of local investments – Impact of Moody’s downgrade
It was recently announced that South Africa is in its second recession in two years. The question now is what will happen if Moody’s rescinds South Africa’s remaining investment-grade credit rating. How will […]
Key Individual Workshops – Book your seat today
Seats are still available to attend Moonstone’s popular KI workshops in Durban, Johannesburg and Cape Town. More about the workshop The Fit and Proper requirements published in December 2017 introduced a whole new set […]
Low Cost Benefit Options and Demarcation – BHF also criticises announcements
The announcement by the Council for Medical Schemes (CMS) that no primary health insurance plans and low-cost benefit packages would be permitted after March 2021 was met by severe criticism from the industry. […]
