FAIS Ombud introduces Share Call Number option
During March 2019, the Office of the FAIS Ombud established a Client Care Centre to enhance the customer experience. The objective of the establishment of the Client Care Centre was to give life […]
Author: Janine Geldenhuys
SARS pays back R10bn, but some taxpayers’ refunds are being withheld
Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read moreFAIS Ombud introduces Share Call Number option
During March 2019, the Office of the FAIS Ombud established a Client Care Centre to enhance the customer experience. The objective of the establishment of the Client Care Centre was to give life […]
Clarity on beneficiary nominations – Does dependent outrank beneficiary?
The Pension Funds Adjudicator recently ruled that a death benefit was distributed fairly although one of the beneficiaries was not financially dependent on the deceased. “The entitlement stems from the fact that the […]
SA medical aid Customer Satisfaction Index – Medihelp and Bonitas score high on TCF
Medical schemes are facing tremendous pressure in a low growth market where customer expectations and utilisation are very high and increasing, while loyalty is on the decline as a result of lower price […]
Financial services and technology – Opportunity to understand and earn CPD hours
FinTech essentially encapsulates the intersection between the financial services industry and technology. The importance of FinTech is evidenced in the manner in which it is currently disrupting traditional financial models and structures. The […]
Fitter or fatter? – Exercise can contribute to a healthier SA economy
A ground-breaking, global study by Vitality and RAND Europe shows that an extra 15 minutes of walking daily could add close to 3 years to your life and grow the world economy by $100bn a […]
SA’s first loyalty programme awards – Celebrating loyalty excellence and innovation
Loyalty programme usage has, over the past few years, been growing. In 2018, survey results from the BrandMapp indicated that 75% of South African consumers use loyalty programmes. But which loyalty programme is […]
Life and Disability Insurance Gap – Widens to R34.7 trillion in 2018
Earners under 40 face an average insurance shortfall of around R1.4 million for life cover and R1.5 million for disability. This means the majority of SA’s earners are likely to be significantly underinsured. These are […]
Disclosure guidelines – Code of Conduct principles revisited
A recent Financial Services Tribunal case to reconsider the ruling of the Ombud for Financial Services Providers, once again highlighted important provisions of the Code of Conduct for Financial Services Providers. The Tribunal […]
Disclosure guidelines – Code of Conduct principles revisited
A recent Financial Services Tribunal case to reconsider the ruling of the Ombud for Financial Services Providers, once again highlighted important provisions of the Code of Conduct for Financial Services Providers. The Tribunal […]
CMS Quarterly report – Key trends compared
The Council for Medical Schemes (CMS) has just published its quarterly report for the period ended 30 June 2019. With the task to supervise a massive and very important industry comprising more than 80 medical […]
CMS Quarterly report – Key trends compared
The Council for Medical Schemes (CMS) has just published its quarterly report for the period ended 30 June 2019. With the task to supervise a massive and very important industry comprising more than 80 medical […]
CMS Trustee Development Programme – Launching in December
The Council for Medical Schemes (CMS), in partnership with the Gordon Institute of Business Science (GIBS), has just introduced a new Trustee Development Programme for Board of Trustee (BoT) members of medical schemes. […]
CMS Trustee Development Programme – Launching in December
The Council for Medical Schemes (CMS), in partnership with the Gordon Institute of Business Science (GIBS), has just introduced a new Trustee Development Programme for Board of Trustee (BoT) members of medical schemes. […]
Social media – Five tips for cyber safety
A recent article published by Discovery explains that social media, apps and devices can leave any business vulnerable to crime. With cybercrime, it’s important to remember that criminals will take their time to […]
Hosting successful business meetings – Find out how and earn CPD hours
We have all sat through them. We have prayed for them to end, or we have been intimately involved in them. We have contributed to them, or listened to others drone on in […]
