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Home / Posts tagged “#financialplanning” / Page 3

#financialplanning

Videos

Day 2 Highlights from the FSCA Industry Conference 2026

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Day 1 Highlights from the FSCA Industry Conference 2026

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Budget: Key changes for taxpayers and investors

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Nicola Langridge is the 2025 Financial Planner of the Year

Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.

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FSCA is aligning its work with COFI before the Bill becomes law

The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.

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Advice is evolving from transactions to trusted relationships

The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.

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Tech, sustainability, and transparency will be currency of financial advice

The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.

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Sanlam’s AI Coach expands into healthcare

Sanlam Studios’ upgraded AI Coach now offers guidance on medical aid, primary care and gap cover.

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Family-wide gap cover: a budget lifeline for single-income households

For single parents, a ‘one-family, one-premium’ gap policy turns unpredictable medical shortfalls into a fixed monthly cost, protecting household cashflow.

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Affordability pressures to drive innovation as insurance gap hits R50 trillion

The Insurance Gap Study finds SA’s life and disability shortfall has swelled to R50.4 trillion, with the average earner holding only 39% of the cover their dependants would need.

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Plan your next career move at MBSE’s November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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Huge shortfall in critical illness protection leaves most income earners exposed

ASISA’s research shows formally employed South Africans face a major liquidity risk: R4 trillion in earnings versus only R1.1 trillion in critical illness cover.

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Ninety One to list two actively managed ETFs on the JSE

One fund provides a Regulation 28-friendly way to access a South African multi-asset income strategy, while the other is a rand feeder into a US dollar multi-asset income fund.

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Income protection leads Bidvest claims as clients face higher short-term risks

According to Bidvest Life’s 2024 Claims Report, younger clients and women accounted for most income protection claims – signalling where advisers’ risk focus may need to shift.

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MBSE’s Virtual Open Days include new BCom in Financial Management

Across three days in November, aspiring and current financial services professionals can explore MBSE’s suite of accredited qualifications.

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The future of healthcare financing: why brokers must stay agile

In a landscape defined by rising costs and digital disruption, brokers who embrace technology and tailor gap cover to individual life stages will lead the way.

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How the two-pot system reshapes pension rights in divorce settlements

The two-pot rules redefine ‘pension interest’ at account level, meaning funds must deduct awarded sums proportionally from the savings, retirement, and vested components.

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Momentum doubles down on IFAs – advice at the heart of its impact strategy

CEO Jeanette Marais says Momentum will ‘invest aggressively in advice’ in its effort to strengthen VNB and long-term competitiveness.

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Study smarter in 2026: MBSE registrations are now open

Kickstart your career with MBSE’s accredited online qualifications – from certificates to its new future-ready BCom degree.

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Road risks climb: Why clients can’t afford to skimp on car insurance

South Africa ranks 4th worst in the world for road safety, with rising accident claims underscoring the need for appropriate protection.

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Investment Rates

 

Updated 6 July 2026

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Money Market funds

Updated 6 July 2026

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Retirement arrears continue to rise
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