Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.
“If you can’t explain it simply, you don’t understand it well enough” – a quote by Albert Einstein that came to mind when I read the latest Short-term Ombudsman’s Briefcase. Policy wording and its interpretation at […]
A Sanlam independently commissioned survey on educational savings in South Africa showed that most participants save under R20 000 for education a year. Once school fees are deducted, that leaves little wiggle room […]
In times of crisis, staying focused on the bigger picture is critical. “We too often see investors obsess over fund performance numbers. Yet, there seems to be little cognisance of the fact that, […]
In times of crisis, staying focused on the bigger picture is critical. “We too often see investors obsess over fund performance numbers. Yet, there seems to be little cognisance of the fact that, […]
The key findings of Just SA’s latest tracking study Retirement Insights 2020 reveal the knock in confidence suffered by South African retirees and pre-retirees as a result of COVID-19, which has altered their […]
Between March and August this year, Sanlam Individual Life has paid out over R162 million in COVID-19 related claims. Sickness and income protection benefits amounted to over R17 million claims while death and funeral claims […]
Between March and August this year, Sanlam Individual Life has paid out over R162 million in COVID-19 related claims. Sickness and income protection benefits amounted to over R17 million claims while death and funeral claims […]
The financial services industry across sectors have responded in various ways to reduce the economic impact of COVID-19. The unprecedented pressure on consumers brought on by the pandemic has also prompted a quick […]
The COVID-19 crisis has accelerated the use of technologies and digital transformation in businesses. According to research conducted by Vodafone recently, 71% of businesses have made at least one new technology investment in […]
Over the last few weeks some of the major financial services companies released their results. How, if at all, have headline earnings been impacted because of the coronavirus pandemic and the associated lockdown? […]
Over the last few weeks some of the major financial services companies released their results. How, if at all, have headline earnings been impacted because of the coronavirus pandemic and the associated lockdown? […]
Financial literacy has long been an issue in South Africa. Developing a national savings culture, ensuring your client and consumers in general understand how to use credit responsibly and banking the un-banked are […]
As a result of the COVID 19 virus, the Office of the FAIS Ombud has also implemented measures to limit the spread of the virus in an effort to protect both employees and […]
