The Franc Wealth Index finds that financial planning, emergency savings, and consistent investing are most closely associated with stronger financial outcomes.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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% […]
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 […]
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 […]
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 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 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 […]
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 […]
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 […]
The latest Momentum/Unisa Household Financial Wellness Index also analysed statistics about the impact of the Financially Knowledgeable Person (FKP) in the home. In many cases this is a woman. Although they may not […]
