Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.
In 2018, 58% of complaints considered by the Ombud for Short Term Insurance (OSTI) under homeowner’s insurance related to claims for damage caused by acts of nature. These claims relate primarily to storm […]
In 2018, 58% of complaints considered by the Ombud for Short Term Insurance (OSTI) under homeowner’s insurance related to claims for damage caused by acts of nature. These claims relate primarily to storm […]
“Tracking trends provides valuable insights into the current and future financial services needs of our customers.” This is one of the objectives of the Old Mutual Savings & Investment Monitor, an annual study […]
Most South Africans can’t afford to retire. The fact is that the majority rely heavily on income from a salary because their pension income is insufficient to support them. According to the 2019 […]
South Africa’s equity market capitalisation equates to more than 200% of the country’s gross domestic product (GDP), the highest proportion in the world and a level that is simply not sustainable. This is […]
According to South Africa’s crime statistics, South Africa has a serious car hijacking problem. It was recently reported that a total of 16 325 cars were carjacked between 2017 and 2018 – a minimal […]
This week the Prudential Authority (PA) and the Financial Sector Conduct Authority (FSCA) jointly published a proposed Joint Standard on fit and proper requirements for significant owners of financial institutions in terms of […]
Insuring a vehicle can be an easy process. In South Africa we have many options available. We are overwhelmed by advertisements by different brands trying to win over the market. In many cases […]
The FSCA has just released the FSRA Exemption Notice 1 of 2019 (LTIA). According to the notice an insurer that offers assistance policies, funeral policies or micro-insurance policies is exempted, in terms of […]
According to Tamryn Lamb, Allan Gray’s head of retail distribution, there are various common beliefs among investors which often lead to making investment mistakes. In a recent press release, Lamb shares what she […]
According to Tamryn Lamb, Allan Gray’s head of retail distribution, there are various common beliefs among investors which often lead to making investment mistakes. In a recent press release, Lamb shares what she […]
Last week, Hardi Swart was named the 2019 winner at the Financial Planning Institute’s (FPI) annual awards dinner on Wednesday night. Other awards, presented at the FPI’s gala dinner included the following, amongst […]
Last week, Hardi Swart was named the 2019 winner at the Financial Planning Institute’s (FPI) annual awards dinner on Wednesday night. Other awards, presented at the FPI’s gala dinner included the following, amongst […]
According to the Divorce Act, a member’s pension interest in a retirement fund is regarded as part of the member’s assets. This means that it may be taken into account when determining how […]
According to the Divorce Act, a member’s pension interest in a retirement fund is regarded as part of the member’s assets. This means that it may be taken into account when determining how […]
Last week the FSCA published the 2019 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop […]
Last week the FSCA published the 2019 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop […]
