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Home / Posts tagged “Intermediaries”

Intermediaries

Videos

Video interview: New mutual insurer enters the market

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Key regulatory and compliance developments: looking back at 2024 and what’s ahead in 2025

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Issues around Budget 3.0 with tax specialist Louis Botha

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Brokers look to digital tools to reclaim time for client engagement

Two-thirds of brokers say they want plain-language breakdowns of extensions and exclusions, according to the 2025 Santam Insurance Barometer.

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Alexforbes reinvents adviser partnerships: a strategic shift to empower best advice

Alexforbes is enhancing its relationships with independent advisers through targeted partnerships and a focus on building trust and value.

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FIA Intermediary Experience Awards: familiar faces shine

Long-standing winners such as Western National and Santam retained their titles, while iTOO re-emerged as the Underwriting Manager of the Year.

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Two-pot retirement system – don’t be the weakest link

As the two-pot retirement system goes live on 1 September, intermediaries must prepare to guide clients through the new structure.

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Essential role of intermediaries in safeguarding against underinsurance

Effective communication and diligent advisory practices by intermediaries can shield clients from the consequences of underinsurance.

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Why business insurance must be reviewed and updated regularly

The financial fall-out from a policy that is not up to date only becomes clear when a claim is submitted, and it is repudiated or not paid out in full.

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BHI Trust: the walls start tumbling down

The FSCA says its investigation into BHI Trust will include regulated entities that may have promoted the collective investment scheme’s products.

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FSCA warns of strong action against entities if Servcos contravene financial laws

Several investigations are looking into possible regulatory breaches by insurers, the Authority says.

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FSCA sets out how intermediaries may be paid for RA fund transfers

Final version of guidance notice on intermediary remuneration published.

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FSCA issues draft guidance notice on remuneration following RA fund transfers

The FSCA has issued a draft guidance notice aimed at clarifying when intermediaries can be remunerated after a pension interest has been transferred between retirement annuity (RA) funds. The draft guidance notice has […]

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A proactive risk advisory business model is key to survival

If you think that a “business as usual” approach is all that is required in the future, you are in for a rude awakening. In a recent media release, Andrew Coutts, the head […]

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Regulating insurance commission has failed dismally since 1977

The fallacy that insurance commission is the root of all evil has led to numerous failed attempts to regulate it. Dr Brian Benfield, a retired professor from Wits’ Department of Economics, holds nothing […]

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How intermediaries can overcome client objections

When it comes to finance, we assume people are rational, so we give people more information and longer documents and explain the actuarial principles in the hope that they will result in their […]

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How intermediaries can have better conversations with their clients

Clients often find insurance conversations challenging. They want to get through them quickly and enter them with a preconceived idea of what they want to talk about. But intermediaries can have more meaningful […]

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Five must-have soft skills for intermediaries in 2022

The post-pandemic world we are edging towards will require the adoption and honing of a new set of soft skills, according to Thuthuka Gumede, the regional general manager: Gauteng South at SanlamConnect. “Emotional […]

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Why segmentation is a vital tool for growing your practice

Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]

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Why segmentation is a vital tool for growing your practice

Intermediaries who master the art of segmentation are better equipped to service their clients appropriately, and their practices will have greater potential to grow, says Jacques Coetzer, the general manager: Strategy and Transformation […]

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Investment Rates

 

Updated 14 July 2025

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Money Market funds

Updated 14 July 2025

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FAIS Ombud highlights disclosure duties
https://youtu.be/wPIh84KJNvk
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