Legally wed, financially left out: wife denied pension benefit
The FST has upheld a ruling that a legal spouse must still prove financial dependence or be nominated to receive a share of a deceased member’s pension benefit.
Treasury concedes on one CIS tax proposal, holds firm on another
National Treasury has withdrawn its proposal that would have triggered capital gains tax when fund managers merge collective investment scheme portfolios.
SA labour law may extend to employees living or working abroad
National labour forums have jurisdiction when the employment contract is governed by South African law and connected to a local public entity.
Information Regulator opens submission window for 2024/25 PAIA reports
Public and private bodies are ‘invited’ to submit their annual reports on access-to-information requests for the period from 1 April 2024 to 31 March 2025.
From the GFC to Trump’s tariffs: what lessons can retirees learn from crises?
An analysis of five retirement investment scenarios highlights how different responses to market crises can affect long-term outcomes.
South Africans swipe more, save less as financial strain deepens
The SpendTrend25 report reveals how high interest rates and stagnant incomes are pushing consumers towards credit, loyalty rewards, and early retirement withdrawals.
Risk ON: Why I turned bullish on stocks
Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
Where the money goes: how South Africans are spending – and why cash is dying out
A new report shows that while most spending still goes to food, fuel and travel, the real shift is in how South Africans are paying – with digital tools rapidly replacing cash across all age and income groups.
Survey highlights the role of BEE in shaping retirement fund investments
Alexforbes’ latest annual Manager Watch Survey also shows the trend of increasing allocations to multi-managers.
SCA clarifies pawnbroker’s rights to proceeds from asset sales
The judgment addresses several aspects of the National Credit Act, including the obligation to register as a credit provider and permissible interest charges.
How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
Future-proof cover critical as multiple illness claims climb
Discovery Life’s claims report reveals a sharp rise in repeat severe illness claims and a growing need to factor child protection into long-term insurance strategies.
Suicide-related life claims surge by 62% over five years
Discovery Life’s claims data reveals rising risks, with increasing concerns about mental health and skin cancer.
Moonstone is positioned to provide guidance amid COFI uncertainty
Moonstone’s innovative approach to compliance, rooted in deep expertise and tailored guidance, is poised to help financial institutions not only comply but also thrive.
Dismissal may void restraint of trade, says Labour Court
A recent judgment suggests employers may lose the right to enforce restraints of trade when they terminate staff for misconduct.
Updated POPIA compliance: data breach reporting must be online
From 1 April, all security breaches must be reported solely via the Information Regulator’s online portal, not by email.
FSCA confirms first-day calculation for late-payment interest
The revised interpretation, which reverses the Authority’s earlier guidance, aligns with the Office of the Pension Funds Adjudicator’s view.
Updated regulatory framework aims for ‘fair customer outcomes’ in pension administration
The Conduct Standard outlines a series of updated requirements for benefit administrators, including governance enhancements, risk management protocols, and processes for ensuring fair outcomes for fund members and beneficiaries.
