South Africans in the UAE: why you may need a separate will for your assets
Many South Africans assume their SA will covers their UAE assets, but without proper cross-border estate planning, legal complications and delays can arise.
Best Practice
Misclassified vehicle use – a reminder to provide adequate advice
An FSP failed to ensure that a client was made aware of the implications of modifying his policy, resulting in an insurance claim denial.
FSP pays R50 000 settlement because of missing record of advice
A complaint over a claim for stolen jewellery prompts the FAIS Ombud to emphasise the importance of maintaining a proper record of advice.
MBSE celebrates 10 years of innovation in online financial education
From its roots in corporate insurance training to leading the charge in online learning, Moonstone Business School of Excellence is shaping the future of financial services education.
The three-month rule: how divorce impacts your will
A little-known legal provision can have major consequences for divorced individuals who do not update their wills.
Judgment in Delta case highlights D&O insurance limitations
With directors held accountable for undisclosed deals and conflicts of interest, the judgment brings to light the crucial issue of whether D&O policies will stand behind executives embroiled in misconduct.
Implications for the insurance industry of expropriation without compensation
Although expropriation itself is generally an excluded event, there may be knock-on effects that could impact the insurance sector.
Investors’ costly habit: how behavioural biases are eroding returns
Momentum Investments’ latest Sci-Fi Report reveals how switching funds at the wrong time continues to erode returns, with behaviour tax remaining alarmingly high post-Covid-19.
Healthcare costs are rising – but so is the need for cover
Medical inflation and increasing health demands are making healthcare more expensive. Instead of cancelling your medical scheme, here’s how to adjust your plan to stay covered without breaking the bank.
Common pitfalls in succession planning for small FSPs
The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.
Avoid getting in a knot if you haven’t tied the knot
Just because you haven’t said “I do” doesn’t mean you can skip the financial planning.
Further education boosts confidence and expertise in financial planning
MBSE top achievers Claudia Dowsett and Lana Johnson share how their qualifications have strengthened their professional confidence and client trust.
SMEs ‘woefully unprepared’ to meet growing threat of cyberattacks
Cyber insurance and practical measures can shield a business from devastating data breaches and ransomware attacks.
MBSE Virtual Open Days off to a strong start
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
Explore your path to financial services success at MBSE’s Virtual Open Days
Join MBSE’s Virtual Open Days to learn about industry-relevant qualifications, gain insights from expert co-ordinators, and discover career opportunities in financial planning, insurance, wealth management, and compliance.
2024’s lessons for business resilience: 5 strategies for thriving amid uncertainty
Businesses faced a whirlwind year of challenges and opportunities in 2024. Business Partners has five critical strategies owner-managers can adopt to build resilient, future-proof businesses in this unpredictable environment.
Don’t let non-disclosure sink your business: insurance insights for owners
Business owners who neglect to inform their insurers of changes risk denied claims, policy voidance, and even lawsuits.
