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.
Old Mutual’s Michelle Acton tells IRFA delegates that Australia’s superannuation system provides a roadmap for boosting coverage and retirement outcomes.
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.
Just because you haven’t said “I do” doesn’t mean you can skip the financial planning.
The surge in fraud underscores the urgent need for stringent compliance measures to protect clients and maintain trust amid rising threats.
Recognising the three key traits – prudence, anxiety, and prestige – can help individuals manage their spending habits and avoid financial stress
With over R5.2 billion in unpaid retirement fund contributions and municipalities among the worst offenders, the FSCA is poised to gain expanded powers under the COFI Bill.
After years of stalled progress, the FSCA’s recent comments suggest National Treasury may renew its push for auto-enrolment.
Financial stress frequently appears in the workplace as anxiety, which can develop into depression, increased absenteeism, and substance abuse.
Common law marriage doesn’t exist in South Africa, leaving cohabiting couples vulnerable in estate and tax matters. A cohabitation or universal partnership agreement can offer crucial financial protection.
