Big Data – Black Hole or Opportunity
By Jan Wegelin and Neil Summers In recent months many of us have had to adopt a different rhythm to how we live and work. We changed the way we shop to online, […]
Author: Uncompromised Independent
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
Big Data – Black Hole or Opportunity
By Jan Wegelin and Neil Summers In recent months many of us have had to adopt a different rhythm to how we live and work. We changed the way we shop to online, […]
Section 12J companies – An investment tax incentive that is working for SA
In the December issue of MoneyMarketing, Jonti Osher and Dino Zuccollo, Section 12 fund managers of Westbrooke Alternative Asset Management give an overview of the current Section 12J market. Section 12J was introduced […]
The state of the South African retirement crisis
A guaranteed income for life and leaving money for children and grandchildren are the most important needs for South Africans when reaching retirement. This is according to Just Retirement Insights, independent research commissioned […]
Virtual meetings – they make business sense
The number of devices connected to the Internet worldwide is increasing exponentially. Eighty percent of these are mobile devices. In South Africa, PricewaterhouseCoopers estimates that 77.8% of local consumers will have Internet access […]
Key Individual Workshops – back by popular demand
Due to high demand for the KI workshops in October 2018, Moonstone will run more workshops in the next few months. More about the workshop The new Fit and Proper requirements published in December 2017 […]
Low cost medical insurance plans outlawed
Under the heading, Discovery may go to court after CMS bans products, Legalbrief Today reports as follows: “Discovery Health (Pty) Ltd may turn to litigation after the Final Board of Appeal of the […]
Dormant retirement funds – Unpaid Benefits Campaign takes action
Alexander Forbes is one of the administrators of the dormant retirement funds that were cancelled by the Financial Services Board (now the Financial Sector Conduct Authority, or FSCA), between January 2007 and December 2013. The […]
NHI project on backburner – a return to sanity
National Health Insurance project on backburner – a return to sanity It appears that rational thinking is making a slow but sure comeback, judging by a recent Fin24 report summarised in Legalbrief Today: […]
FAIS Ombud Annual report
How did the FAIS Ombud fare against its goals in the 2017/2018 financial year? Nhlanhla Nene, previous Minister of Finance, states in the Foreword of the FAIS Ombud Annual reports that “the overhaul […]
Re-energise customer relationships
Accenture survey – be digital and re-energise customer relationships One of the major findings of the Accenture Short-term insurance survey was the identification of five strategic imperatives that will help insurers meet changing […]
Client Confidentiality
Client Confidentiality when transferring business A recent Moneyweb article highlighted the importance of treating client information with great circumspection. A product house included personal client information in court documentation in an urgent application. […]
Charging fees for “other” Short-term Insurance services
The charging of fees in the Short-term space, and particularly the so-called “administration fee”, has always been a bone of contention in the industry. Many elected to simply follow the ostrich approach and […]
Short-term Insurance – Latest trends
South African Short-term Insurance – what are the latest trends, drivers and challenges? A question that more than one research house asked and surveyed in the last few months. In today’s rapidly changing […]
South African Crime Stats – opportunity for consumers and insurance industry
The release of the South African crime stats lead to a lot of talk in the media, on social media as well as in public conversations. With the murder rate that continues to […]
The rise of drone usage in the insurance industry
An article on this topic was recently published on the FIA website. The use of drones is rapidly growing in popularity. Individuals, companies and even governments have come to realise that drones have […]
Competition Commission data challenged
Legalbrief Today recently reported: The Competition Commission’s preliminary report into the private healthcare industry came under fire at the Hospital Association’s annual conference recently when a lawyer described the data as flawed. According […]
