Two-pot system reshapes behaviour, but retirement gaps remain
The two-pot system has changed how members check balances and withdraw funds, but evidence shows the reform alone won’t fix long-term retirement shortfalls.
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Two-pot system could quadruple South Africans’ savings, Discovery says
Despite fears of mass withdrawals, early data shows most members are preserving their two-pot savings – a shift that could leave South Africans up to four times wealthier in retirement.
When estates stall: why liquidity planning is critical for families
Without careful liquidity planning, families risk financial strain for years while estates remain tied up in red tape, highlighting the need for wills, offshore planning, and open financial conversations.
South Africans need spending discipline to turn financial plans into reality
Fewer people are pausing contributions or dipping into investments, yet many doubt they’ll have enough for a comfortable retirement, according to the Savings & Investment Monitor.
Wealth management certificate gives top achievers clarity and confidence
For two high achievers, MBSE’s Higher Certificate in Wealth Management didn’t just build skills – it affirmed their passion, sharpened their career focus, and gave them the confidence to grow in the financial planning industry.
Top achievers share how MBSE’s PGDip shapes confident, client-focused financial planners
Valedictorian Edward Becker and top student Mia Barnard say the Postgraduate Diploma in Financial Planning delivers practical skills, rigorous training, and industry-ready knowledge.
Top achievers share how MBSE’s Advanced Certificate helped them level up in financial planning
Emily Broodryk, Elisha Govender, and Francesca Taylor recommend the qualification to financial advisers who want to deepen their expertise.
Make your CPD hours count before the 31 May deadline
With the clock ticking, MBSE’s flexible, value-packed online CPD courses help you stay compliant and grow professionally – even at the last minute.
Defining ‘financial education initiative’: key takeaways from new Conduct Standard
Senior legal adviser Lize de la Harpe unpacks the critical definitions, scope-limits, governance, and reporting obligations of the FSCA’s Conduct Standard.
How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
Finalised Conduct Standard for financial education released
In response to stakeholder concerns over increased costs, the FSCA says the requirements can be scaled to each institution’s size and complexity.
MBSE celebrates 10 years of innovation in online financial education
From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.
FSCA discloses approach to regulating a rapidly changing financial sector
Unathi Kamlana says the Authority will support the integration of advanced technologies and strengthen frameworks for consumer protection, cyber resilience, and financial inclusion.
FPI hits 5 000 CFP® professionals, CEO calls for broader client base
The increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.
MBSE top achievers shine: how these financial pros thrived with online learning
Dèvon Jordaan, Stéan Bouwer and Grant Greenfield, top achievers at Moonstone Business School of Excellence, share their stories on the power of preparation and perseverance.
Deadline looms for input on FSCA’s financial education charter
The finalised Financial Education Commitment Charter is set to have a significant on impact the industry, requiring institutions to invest in targeted education programmes.
MBSE promotion on NQF qualifications closes tomorrow
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
