Give yourself the edge – apply today for MBSE’s Advanced Certificate in Financial Planning
This qualification will give you the skills and knowledge to provide a holistic financial planning service.
Author: Moonstone Information Refinery
Videos
Watch: MBSE launches RE training for FAIS representatives
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
Benchmark Survey: 1 in 5 South Africans doubt they will be able to retire
Report also flags the decline in employers making it compulsory for employees to join a medical scheme.
What accountable institutions should consider when screening employees
Complying with the FIC’s Directive 8 without falling foul of the Employment Equity Act, which protects employees from unfair discrimination.
Shift in Discovery Life claims as Covid moves from pandemic to endemic
The reduction in Covid-19-related death claims in 2022 was offset by increasing morbidity trends.
Features of accidental death product lead consumers to think they’re buying a funeral policy
An insurer has a duty to draw a policyholder’s attention to any usual term or condition, the ombudsman says.
A handy guide to the payment of retirement fund contributions for trustees
What you should know about reporting, calculating penalty interest, the in duplum rule, and the employer’s liability.
Update: Fica webinar for new accountable institutions is now fully booked
We are giving away two-and-a-half hours of Fica compliance expertise on 7 June.
End of compulsory audit firm rotation rule ‘poses minimal threat in the short term’
Irba says it will work with Parliament to address the technical legal issue raised by the Supreme Court of Appeal’s judgment.
Organised crime and illicit trade are sucking billions out of the economy
The lockdowns provided illicit traders with a golden opportunity to expand their activities, report says.
Golf sponsorship: financial services firm goes to court to enforce restraint of trade
Warwick Wealth says a former employee breached the restraint clause by securing a sponsorship from Overberg Asset Management.
MBSE’s Higher Certificate in Wealth Management is the ideal entry-level qualification for a financial services career
This qualification is a building block to becoming financial planning professional.
Ruling on whether a Covid claim was excluded prior to the completion of underwriting
The Ombudsman for Long-term Insurance finds that the policy wording did not support what Old Mutual intended to achieve.
Sanlam notes uptick in sickness, disability claims among younger South Africans
The total value of claims in 2022 was 23% lower than in 2021, partially because of a marked decrease in Covid-related claims.
Momentum’s sales of long-term savings and protection products under pressure
And Momentum Insure takes a knock from the higher cost and the increased frequency of claims.
Section 14(1) ‘knowledge test’ under the spotlight in two debarment matters
In one case, the FSP was still investigating the alleged fraud when it decided to bar the representative.
Trustees of non-PFA fund not bound by a member’s nomination form
A reviewing body will have grounds to intervene only if a fund fails to take into account relevant considerations and ignores irrelevant considerations.
Old Mutual’s gross written premiums up 19% in the first quarter
Life insurance sales down slightly as the group stops selling certain products in China.
