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 […]
The quiet revolution in retirement fund costs
Despite two decades of growing regulation, administration costs have fallen sharply, leaving more retirement contributions invested for members.
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 […]
Household Wellness Survey – Financial differences between male and female lead households
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 […]
Momentum/Unisa Household Financial Wellness Index – Shows roadmap to financial success
The results of the Momentum/Unisa Household Financial Wellness Index show that although the number of financially unwell households increased, they are not quite as ‘financially unwell’ as before. These results, based on a […]
Momentum/Unisa Household Financial Wellness Index – Shows roadmap to financial success
The results of the Momentum/Unisa Household Financial Wellness Index show that although the number of financially unwell households increased, they are not quite as ‘financially unwell’ as before. These results, based on a […]
Life stages of your client – Different needs for different milestones
FMI recently launched its Income First campaign to encourage South Africans to become more aware of the need to protect their income from the time they are young earners and onwards through each […]
