FPI awards – Winners announced
Last week, Hardi Swart was named the 2019 winner at the Financial Planning Institute’s (FPI) annual awards dinner on Wednesday night. Other awards, presented at the FPI’s gala dinner included the following, amongst […]
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
How will a delay in a divorce order affect a member’s retirement fund?
According to the Divorce Act, a member’s pension interest in a retirement fund is regarded as part of the member’s assets. This means that it may be taken into account when determining how […]
How will a delay in a divorce order affect a member’s retirement fund?
According to the Divorce Act, a member’s pension interest in a retirement fund is regarded as part of the member’s assets. This means that it may be taken into account when determining how […]
Levies on financial institutions – Calculators to assist
Last week the FSCA published the 2019 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop […]
Levies on financial institutions – Calculators to assist
Last week the FSCA published the 2019 levy notice. With compliments of our colleague Paull Lawrence, here are two levy calculators to establish what your obligation will be: FSP levy calculator Sole Prop […]
An informed consumer is a smart consumer
July is national savings month in South Africa and consumers are once again made aware of ways and means to implement and make healthy financial decisions, which will ultimately assist the country in […]
An informed consumer is a smart consumer
July is national savings month in South Africa and consumers are once again made aware of ways and means to implement and make healthy financial decisions, which will ultimately assist the country in […]
Medical expenses and pay outs – Is the gap widening?
In a recent opinion piece written by Tony Singleton, CEO of Turnberry Management Risk Solutions, he questions if the ‘gap’ has grown between medical expenses and payouts. Singleton mentions that over the past […]
South Africa’s top 20 hospitals – Patient ratings acts as a catalyst to change
Now in its fifth year of reporting, Discovery Health just released its annual list of 20 leading South African hospitals as rated by patients through the Patient Survey Score (PaSS). The Top 20 list […]
Moonstone Regulatory Update Workshops 2019 – Registration now open
Moonstone Compliance in conjunction with the Moonstone Business School of Excellence and the Cyber Security Institute is excited to announce that registration for the popular annual regulatory update workshops is now open. Workshop […]
What financial services content are consumers looking for on social media?
According to LIMRA, an international company specialising in research and education in the financial services industry, financial advisors could stand to benefit from having more of a presence on social media, especially if […]
Prudential Authority Annual report – Looking beyond the many acronyms and numbers
The South African Reserve Bank’s Prudential Authority (PA) has just published its first annual report for the 2018/19 financial year, covering the state of the country’s banking and insurance sectors. Besides focussing on […]
Prudential Authority Annual report – Looking beyond the many acronyms and numbers
The South African Reserve Bank’s Prudential Authority (PA) has just published its first annual report for the 2018/19 financial year, covering the state of the country’s banking and insurance sectors. Besides focussing on […]
Levies on financial institutions – Published by the FSCA
The FSCA has published the 2019 levy notice: Category I or IV FSP (a) A base amount of R3 575; and (2018: R3 373) (b) KI/Rep x R570 (2018: R538) Category I or […]
Levies on financial institutions – Published by the FSCA
The FSCA has published the 2019 levy notice: Category I or IV FSP (a) A base amount of R3 575; and (2018: R3 373) (b) KI/Rep x R570 (2018: R538) Category I or […]
PA Annual Report – Number crunching the insurance industry
The Prudential Authority’s annual report was covered in various media publications where the focus was mainly on the banking sector’s assets. The report also shared numbers from the insurance industry: Entities per sector […]
Equity unit trusts or money market funds – Where do you get the better return?
In a recent Moneyweb article, Patrick Cairns mentions that the poor performance of the local stock market over the last five years has led many investors to consider moving away from equity unit […]
