FSB Annual Report Statistics
There is always a lot of industry interest in the RE statistics, and the figures contained in the report makes interesting reading. The pass rate for those who wrote the RE 1 for key […]
Author: Paul Kruger
How the process to make withdrawals from the savings ‘pot’ will work
Retirement fund members must ensure their fund has their correct details and they are registered as a taxpayer with SARS.
Read morePoPI is not a Flower – Part 1
South Africa’s Constitution is regarded as one of the best in the world when it comes to safeguarding the rights of its citizens. From it evolved a number of interventions aimed specifically at […]
Pearls of Wisdom
(From the Ou Grote website) This story no doubt had its origin after the famous win by France over the All Blacks in RWC 2007. It’s amazing to think that Richie McCaw was […]
Financial Planning Update
The renowned tax expert from Rhodes University Business School, Professor Matthew Lester, will be conducting two four-hour financial planning update lectures in the Eastern Cape. 20 years of changes in the tax system […]
Complaints Management Part 1
Learning from the mistakes of others is always much better than learning from your own. The findings of a recent audit by the FSB of the current state of complaints handling by product […]
Moneyweb Focus on Unsecured Lending Practices
The platform which offers investors a guaranteed annual return of 19.5% was the subject of a number of articles published in Moneyweb recently. The article titled, Are Cambist’s contracts genuine, points out that […]
Currie Cup 2014
Well done to WP for sticking to their guns and winning the cup, despite being outplayed in certain important departments. The Lions can certainly feel proud of their contribution to an excellent and […]
Think TCF – Part Seven
In this, the final article on this topic, we share some practical ideas for you to consider. I need to express my sincere appreciation to Billy Seyffert for the use of his presentations […]
Healthcare in South Africa
The eighth edition of Healthcare in South Africa by Liz Still is now available. The focus of the 2014 edition is the regulatory environment and the current profile of the private health sector […]
Complaints Management the TCF way
Two important FSB documents which saw the light this week see a firm shifting of Treating Customers Fairly (TCF) from a theoretical basis to a practical one. The publication of the TCF Complaints […]
Curriebeker Finaal 2014
As mens in ag neem hoe die Lions en WP verlede week gespeel het, behoort Saterdag se eindstryd een van die aanskoulikstes in jare te wees. Die spanne was nog nie bekend ten […]
DOFA and New Product Lines
The answer to a question received from a subscriber may be of interest to many others: “If a rep has only worked on life products and has a Date of First Appointment of […]
Draft Tax Law Amendments
There will be in a delay in the implementation of preservation reforms, including the increase in the contribution cap to 27.5% announced earlier, as well as the simplification of contributions between the different […]
A Fine Balancing Act Required
An incisive article by Peter Bruce in Business Day, “When fear and loathing trump nuance” takes a look at the bigger picture of collusion in the light of the latest probe into car […]
Rugby won on the Day
The results of the two semi-final matches on Saturday were a triumph for running rugby. It is also fitting that the two sides who ended at the top of the log will meet […]
Think TCF Part Six
Outcome Six: After Sales Service The final outcome requires that clients do not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint. The word “unreasonable” is […]
