Unravelling the tax challenges of implementing IFRS 17 in the insurance industry
Corporate tax experts Yacoob Jaffar and Shaficque Narker unpack some of their observations of the practical implementation challenges.
Best Practice
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
MBSE provides top-quality financial education and a convenient way to learn
A top achiever in the Advanced Certificate in Financial Planning programme recommends MBSE because of the quality of the teaching and the friendly lecturers.
An enforceable restraint of trade – what the court considers
The Labour Court upholds a two-year restraint in a case involving two wealth management companies.
The ins and outs of the short-term insurance industry: how to come out on top
Graduates share how MBSE’s Higher Certificate in Short-term Insurance helped them to master the terminology and basic principles of insurance.
Hassle-free FSP levy calculator
Just enter one or two numbers – the spreadsheet does the rest.
How different investment strategies may prevent capital erosion in living annuities
New actuarial modelling shows that most living annuity investors need to consider higher equity exposure, together with lower drawdown rates, to avoid running out of money.
Post-termination medical evidence is relevant when considering a disability claim
The Ombudsman for Long-term Insurance rules that Fedgroup Life must pay an employee’s mental illness claim.
South Africans who work with a financial planner are better off, study finds
Clients who are advised by a Certified Financial Planner® professional report the highest level of financial security and well-being.
Two qualifications that will boost your career in financial planning
Applications are open for MBSE’s Advanced Certificate in Financial Planning and Postgraduate Diploma in Financial Planning.
Recordings of our Employment Equity Act webinars are available
Moonstone Compliance’s webinars demystify the Employment Equity Act.
Boost your self-confidence with MBSE: 10 ways further study helps to build self-esteem
Unlock your potential for a career in financial planning with Moonstone Business School of Excellence’s Higher Certificate in Wealth Management.
Six reasons for making a commitment today to studying with MBSE in 2024
Why wait until January to set your New Year’s resolutions? Decide now to achieve your career goals with Moonstone Business School of Excellence.
A clear case of an ambiguous policy wording?
The policy’s terms and conditions, read together with the schedule, did not make it clear that a tracking device was a requirement for theft/hijacking cover.
Online platform launched to report, identify, and prevent syndicate-driven scams
Fraudsters are making millions out of ancestry and commodity-trading scams, warns the Southern African Fraud Prevention Service.
SAIA launches online tool for consumers to check the status of a second-hand vehicle
The database from which information is drawn for VIN-Lookup does not contain a complete record of all salvaged and repaired vehicles.
Fraudulent funeral policies: 5 tips to stay clear of scams
The FAIS Ombud alerts consumers to the strategies fraudsters are using to trick consumers into signing up for policies.
IFA succession planning: avoid these common pitfalls
Advisers often underestimate how long it will take to implement the succession plan or the extent to which they will lose control over their business.
