
Appeal Tribunal clarifies life insurer’s duty in beneficiary nomination
The ruling highlights the need for the timely communication of beneficiary changes in life insurance policies.
The ruling highlights the need for the timely communication of beneficiary changes in life insurance policies.
When the paternity of a retirement member’s child is in doubt, boards must tread a fine line between equitable distribution and undue intrusion.
PAIA and POPIA should not be misused to hide inadequate investigations into dependants’ claims.
ASISA advises consumers to take a holistic view of their finances and avoid hasty decisions that could leave them unprotected.
Without a legally sound will, an estate is distributed under intestate succession laws, which may not align with your wishes. Make sure your family is protected by drafting a will with the help of a financial adviser.
Sperm does not a father make and being a biological parent does not confer absolute rights, according to a ruling by the Pension Funds Adjudicator.
High Court hands down a decision on the interpretation of the tracing provision in section 37C of the Pension Funds Act.
DHMS provides an update on the impact of the WELLTH Fund and membership movements following the consolidation of the Comprehensive series.
There is a major difference between pre-retirement and post-retirement funds regarding the nomination and payment of beneficiaries.
Preliminary data released by the Council for Medical Schemes highlights key trends in the industry last year.
With reserves reaching R8.8 billion, can members expect that very low contribution increases will automatically follow?
Trusts that have failed to comply with the rules are exposed to penalties and fines.
Alexforbes report also shows that contribution increases have outstripped CPI inflation over the past 22 years.
Trustees will have to report directly to Sars, outside of the current trust tax return process, and before the trust tax return is due.
Three things to note when it comes to customer due diligence and assessing money laundering and terrorist financing risk.
Lives covered by open schemes declined in 2021 despite the increase in the number of principal members.
Adjudicator said the fund was ‘wrong’ to rely on the fact that the sons were not financial dependants.
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