No Nonsense Workshops
We plan to run the first of our “Brass Tacks” workshops in October. Feedback from readers indicate that they are swamped with invitations to workshops and training sessions. The aim of some of […]
Brokers look to digital tools to reclaim time for client engagement
Two-thirds of brokers say they want plain-language breakdowns of extensions and exclusions, according to the 2025 Santam Insurance Barometer.
A star is born
A woman takes her 16-year-old daughter to the doctor. The doctor says, “Okay, Mrs. Jones, what’s the problem?” The mother says, “It’s my daughter, Debbie. She keeps getting these cravings. She’s putting on […]
So no surprises so far!
T20 World Cup – Super Eights – the weekend preview As expected Afghanistan, Bangladesh, Ireland and Zimbabwe were eliminated from the tournament, so no surprises as we progress to the next phase. The […]
Proteas can Nitpick
With the Super Eights looming, the Proteas are poised in an ideal position to stake their claim for the World T20 trophy. A clinical performance against a Zimbabwean side and a comprehensive beating […]
A brief language lesson.
No English dictionary has been able to explain the difference between the two words COMPLETE and FINISHED, in a way that’s easy to understand. Some people say there is no difference between COMPLETE […]
FAIS Ombud Determinations Toothless?
Enforcement of the FAIS Ombud’s determinations appears to be a problem, particularly from a consumer perspective. What recourse do consumers have when those ordered to make good, elect to ignore the instruction? An […]
RA Commission under the Spotlight
The National Treasury released two technical discussion papers on promoting household savings and reforming the retirement industry. These papers, numbered B and C respectively, are titled Enabling a better income in retirement, and […]
Jongste RFD Lisensie Statistieke
Gedurende die tydperk van 23 Julie tot 19 Augustus 2012 is die magtiging van 240 Finansiële Diensverskaffers (FDV) opgeskort. Die redes was: nie-betaling van heffings en die nie-indiening van voldoeningsverslae en/of finansiële state. […]
Jaw Well Now Fine
Sport24 reports that Jebb Sinclair and fellow loose forward Tyrone Holmes both appeared before the SARU committee on Tuesday after receiving red cards for punching in their team’s loss to the Sharks in […]
What do the bookies say…
The T20 World Cup is now seen as one of the flagship events of the international cricketing calendar, rather than just a bit of fun. Michael Vaughan expects knowledge of sub-continental pitches to […]
New sectors for South African collective investments
The Association for Savings and Investments South Africa (ASISA) announced this week that a new fund classification standard has been finalised and approved for implementation on the 1st of January 2013. The new […]
Applying the Principle of Fairness
When you hear Liverpool fans sing “You’ll never walk alone”, rest assured that you can join in when it comes to applying the principle of fairness in the financial services industry. The judgment […]
FSB Broadcast: On-site Visit Feedback
Most of us would rather learn from the mistakes of others, than from our own. If you share this view, and would like to find out where they went wrong, please click here […]
When can you expect your results?
A number of people expressed unhappiness about the further extension of the final date for successful completion of the level 1 REs for key individuals and reps. Perhaps we should adopt the view […]
Reaction to RE Postponement
We received a number of responses to the special mailing on Friday. Some commentators were angry, others understanding. Piet skryf: Hi Paul, ek is dankbaar vir van my mede bemarkers, maar dankbaar ek […]
FSB & JSE are world class
Financial Services Board (FSB) and Johannesburg Stock Exchange (JSE) are world class regulators The recently published Global Competitiveness Survey of the World Economic Forum (WEF) holds many reasons for South Africa to be […]
