Crime stats and insurance fraud
“Crime likely to affect forthcoming tourist season” “SA is at war with itself” “Crime stats show that situation is ‘quite bad’” These are just some of the media headlines after the release of […]
Author: Janine Geldenhuys
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Crime stats and insurance fraud
“Crime likely to affect forthcoming tourist season” “SA is at war with itself” “Crime stats show that situation is ‘quite bad’” These are just some of the media headlines after the release of […]
Retirement readiness review – Two out of every three South Africans have no retirement plan
Earlier this year the Old Mutual Savings and Investment Monitor painted a grim picture of South Africans’ money matters. The just-released 10X Investments report on retirement readiness in South Africa adds to this […]
Investment risk outlook – Factors contributing to a dim forecast
Political and economic uncertainties are wreaking havoc with the rand. In a recent media release, Tom Elliott, International Investment Strategist at deVere Group, explains what this will mean for investments for the rest […]
Delivery of financial advice – What will drive change?
“The way in which financial advice is delivered has to change. The industry is facing challenges from regulation and technology that will make old models of advice obsolete in the very near future”, […]
Drafting a will – Questions to consider
National Wills Week 2019, takes place from today (the 16th) until 20 September. In a recent article, Eric Jordaan from Crue Invest (Pty) Ltd shared some sound advice for both you and your […]
New National Credit Amendment Act – Study highlights negative impacts
Earlier this week, parliament’s Portfolio Committee on Trade and Industry was briefed on the new National Credit Amendment Act. As part of the briefing, parliament received a socio-economic impact assessment study (SEIAS) on […]
Have your say on the NHI bill
The Portfolio Committee on Health has called on interested individuals and relevant stakeholders to submit written comments as well as indicate interest in making an oral submission on the National Health Insurance Bill […]
South Africa’s leading brands – How do financial services providers fare?
WPP and Kantar have published a ranking of the 30 most valuable South African brands. The BrandZ study, which is the only brand valuation ranking to combine company financial data with consumer insight […]
Cyber-attacks – Companies face many losses
According to Zamani Ngidi, client manager: cyber solutions at Aon South Africa, as organisations grow their footprint – whether nationally or globally – they are also essentially increasing the likelihood of a cyber […]
“Rules is rules” – Tribunal confirms time frames in appeal procedures
Financial advisors are required to clear many hurdles when it comes to regulatory compliance. Those who choose to ignore the rules can find themselves at the wrong end of justice. In the financial […]
Validity of lapsing of a policy – When does repudiation apply?
An insurer’s obligations concerning the lapsing of a policy was recently the subject of an investigation by the Long-term Ombud, following the repudiation of a claim. “Repudiation involves disputing the validity of a […]
Understand Financial Crises and gain 8.5 CPD hours
The ultimate objective of the financial advisor is to help clients prepare for the future using the various financial products available. If the financial advisor can minimise the number of traumatic experiences that […]
How often should employers review their umbrella fund provider?
The 2019 Sanlam Benchmark Survey found that one-third of employers using umbrella funds have never reviewed their provider, while less than half of respondents conducted a review of their provider every one to […]
CMS offers Advanced Trustee Training in partnership with GIBS
The Council for Medical Schemes (CMS), in partnership with the Gordon Institute of Business Science (GIBS), has introduced Advanced Trustee training. The training is aimed at medical schemes’ Board of Trustees, principal officers, […]
FSCA News: Website down as a result of maintenance
There will be planned maintenance of ICT systems, starting on Friday 13 September 2019 at 17:00, until Sunday 15 September 2019 at 20:00. This means that all ICT services, including the FSCA website, will not be accessible […]
Continuous Professional Development – More than a three letter acronym
Section 14(1) of the FAIS Act makes it compulsory to debar a person if he or she fails to comply with the requirements of Board Notice 194 of 2017 which became effective on 1 April 2018. […]
