Ensure retirement products are an integral part of your estate plan
RAs and living annuities usually fall outside the deceased estate, which means the proceeds will not be tied up while the estate is finalised.
#deceasedestate
Dead on arrival: Court strikes claim issued after borrower’s death
The High Court strikes FirstRand’s repossession action after finding the defendant died months before summons was issued.
Bank held liable for R2.1 million paid to fraudulent ‘executor’
A High Court ruling notes procedural failures at Standard Bank’s deceased estates department – highlighting that banks must verify and act only on valid letters of executorship.
Dispute over cancelled policy: FST orders FAIS Ombud to reconsider decision
The Tribunal’s decision underscores that financial advisers’ duties are limited to the specific terms of their engagement.
