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Tag Archives | 2019


Santam 2019 Broker Award winners – Important role of intermediary stressed

Last week, Santam announced its 2019 Broker Award winners after cancelling the Broker Award sessions, an annual highlight on the Intermediary Business calendar, because of COVID-19. Andrew Coutts, Head: Intermediated Business at Santam, says while they are disappointed that they are unable to engage with brokers in person this year, they are pleased they are […]

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Banking Ombud reports increase in complexity of complaints – 2019 Annual Report

The Ombudsman for Banking Services (OBS) published its annual report, showing an increase in calls received, but a decrease in actual complaints registered. Although the statistics for 2019 demonstrate a decrease in complaints, the increased complexity of some of these complaints meant that they took much longer to resolve, the OBS Chairman, Advocate John Myburgh, […]

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Top Brands 2019 – How did the financial brands do?

While Samsung and Koo are SA’s overall favourite brands, how did the financial services brands do in the TopBrands Survey? This survey, conducted by Kantar on behalf of Tiso Blackstar Group and the Sunday Times, is considered the leading barometer of consumer sentiment towards brands in the country. “With twenty-one years of the Sunday Times […]

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Moonstone Regulatory Update Workshops 2019 – Registration now open

Moonstone Compliance in conjunction with the Moonstone Business School of Excellence and the Cyber Security Institute is excited to announce that registration for the popular annual regulatory update workshops is now open. Workshop focus The financial services environment has changed dramatically over the past 18 months with a monumental shift from rules-based compliance to market […]

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Sanlam’s Benchmark Survey 2019 – Are South Africans financially resilient?

According to Jocelyn Hathaway, Acting CEO of Sanlam Employee Benefits, Sanlam’s Benchmark survey this year included a deep dive into the concept of financial resilience, which is essentially the ability of individuals and corporates to withstand the financial impact of a downturn in the economy. In the foreword of the research results she mentions that […]

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Ten megatrends identified by Benchmark Survey – What is shaping our lives?

“The Sanlam Benchmark research is about asking and answering questions to spot the megatrends shaping our lives”, Viresh Maharaj, Chief Executive of Sanlam Corporate Sales and Marketing pointed out at the release of Sanlam’s 2019 Benchmark Research – the group’s annual retirement research. Here are the ten megatrends identified in this year’s Report: 1. Governance […]

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South African fintech in 2019 – What can we expect?

According to Wikipedia financial technology, often shortened to FinTech or fintech, is the new technology and innovation that aims to compete with traditional financial methods in the delivery of financial services. It is an emerging industry that uses technology to improve activities in finance. In an earlier Personal Finance article, Dominique Collett explores the South […]

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