Gambling surge strains retirement savings and prompts tax response
Old Mutual findings and industry commentary show gambling is reshaping spending, eroding savings, and drawing policy attention, with implications for employers and advisers.
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Last call for accessible FAIS-aligned entry qualifications at MBSE
With applications closing on 15 June, MBSE’s FETC NQF 4 programmes offer a final chance to secure recognised FAIS credits before more restrictive replacements take effect.
Budget strengthens saving for retirement, says Sanlam
The changes include the increase in the annual tax-deduction cap, and new annuitisation and living annuity commutation thresholds.
Budget 2026: why advisers should revisit every client plan
From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
Life cover nominations still valid despite administrative slip
A signed nomination received during the policyholder’s lifetime satisfied the contractual requirements despite an incorrect policy number.
Where theory meets practice: HCWM graduates turn learning into impact
Top achievers share how MBSE’s Higher Certificate in Wealth Management translates knowledge into real-world confidence.
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.
School fees vs debt: why early planning matters more than ever
From no-fee schools to R200 000-plus private options, rising education costs are forcing families to budget smarter, plan earlier and rethink how they fund schooling without sinking deeper into debt.
Focus and intentional action are key to building generational wealth
Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.
Honouring obligations, securing futures: a guide to managing family support
Balancing ‘Black Tax’ with your own financial security is possible through clear boundaries, strategic planning, and professional guidance.
Three paths, one milestone: how MBSE’s ACFP shapes financial planning careers
From a shipbuilding director to a career-changer at 40 and a junior adviser navigating cross-border portfolios, MBSE’s Advanced Certificate in Financial Planning equips diverse professionals with confidence.
Start the year strong: how advisers can help clients reset their insurance foundations
Momentum Insure’s chief actuary, Rudolf Britz, urges advisers to guide clients through an annual insurance review in January – a simple yet powerful step to protect goals, reduce worry, and enable financial growth.
Global, ambitious, ready: how top achievers navigate MBSE’s PGDip
Top achievers from Moonstone’s Postgraduate Diploma in Financial Planning show how the programme builds professional judgement, technical depth, and career clarity.
Hit the ground running in 2026: MBSE COB modules half price
Don’t wait for New Year’s resolutions – build or refresh your competence in financial services with MBSE’s nine COB modules.
Planners as influencers: how to grow reach without losing trust
Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.
Meet the people behind MBSE’s qualifications at the 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.
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.
