People’s expenses change in retirement. Shouldn’t their income too?

Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.

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South African Healthcare criticism

South African Healthcare criticism – further delay in Health Inquiry and release of IRR report There are currently three important considerations affecting the healthcare sector in South Africa: the National Health Insurance (NHI) […]

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And the winner is…

In the midst of the world cup soccer hype, Neymar memes and speculation on which team will be crowned as the winners of World Cup 2018, the role of soccer coaches sometimes fades […]

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The latest FSCA FAIS notices

The FSCA as release the following FAIS Notices: FAIS notice 32 of 2018 – Compliance report for Category I with a CO ● Reporting date: Still 31 May 2018 ● Submission deadline: 15 […]

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Congratulations to the FIA winners

The Financial Intermediaries Association of Southern Africa (FIA) announced the 2018 FIA Awards winners at a gala event held at the Sandton Convention Centre last week. PRODUCTS PRODUCT SUPPLIERS Employee benefits Sanlam Employee […]

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Voluntary retrenchment plan

Voluntary retrenchment plan for public sector workers – Test for Default Pension Fund Regulations Legalbrief Today recently commented as follows on a Business Day article: Thousands of public sector workers over the age […]

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RE Deadline 30 June 2018

The table below indicates who has to successfully complete the Regulatory Exams by 30 June 2018. Representatives’ DOFA RE 5 Deadline 30/06/2015 – 31/12/2015 30/06/2018 01/01/2016 – 29/06/2016 30/06/2018 30/06/2016 – 31/12/2016 30/06/2019 DOFA refers […]

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FICA Update June 2018

If there was ever any doubt about just how serious the world is about money laundering and related crimes, this was dispelled by the recent example of Australia’s Commonwealth Bank agreeing to a […]

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