Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.
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As we observe National Wills Week this week, it is a good time to consider how cross-border estate planning is factored in – especially for wealthier South Africans who are increasingly looking to […]
As we observe National Wills Week this week, it is a good time to consider how cross-border estate planning is factored in – especially for wealthier South Africans who are increasingly looking to […]
A recent Deloitte survey aimed at discovering what customers want, and how COVID-19 has shifted their needs, highlighted that customers favour simplicity. This was the primary finding of a survey of 8 000 customers […]
Through various communications this year, the Financial Sector Conduct Authority (FSCA) acknowledged the impact of COVID-19 on the financial services industry and the challenges that FSPs, key individuals and representatives might face in […]
Through various communications this year, the Financial Sector Conduct Authority (FSCA) acknowledged the impact of COVID-19 on the financial services industry and the challenges that FSPs, key individuals and representatives might face in […]
The annual 10X Retirement Reality Report indicates that saving for retirement is effectively insurance against outliving working life. Although this is a valid argument, why does such a high percentage of respondents not […]
To assist the Financial Sector Conduct Authority (FSCA) in obtaining better insights into the current processes and practices used to market and sell add-on insurance policies at motor dealerships to customers, the FSCA […]
Insurance fraud is a world-wide phenomenon, especially during times of economic collapse. The Insurance Council of New Zealand (ICNZ) launched its own fraud bureau last year, and, according to its 2019 data, $688 […]
The problem with unclaimed benefits is decades old. Each year various statistical reports add up the billions and initiatives are launched to track the beneficiaries of the unclaimed funds. Will the latest drive […]
Towards the end of July 2020, National Treasury published the Draft Taxation Laws Amendment Bill, 2020. One of the proposals relates to an overhaul of the rule for taking retirement funds abroad. In […]
Did you know that your “on the job training” and years of experience in handling claims can now lead to you obtaining a formal, recognised qualification? Recognition of Prior Learning (RPL) is the […]
It was found that 1 in 3 Americans (32%) are drinking alcohol while working from home during the current COVID-19 lockdown, according to a new study. One wonders what the South African statistics […]
Various statistics in the past years have indicated that millions of passenger cars on South African roads are not insured. A year ago, the Automobile Association reported that only 3 in 10 vehicles […]
“Money market funds offer a useful parking bay for investors’ cash allocations, allowing you to earn better returns than bank rates with good liquidity. But when it comes to picking money market funds, […]
In the spirit of World Financial Planning Day that was celebrated last Wednesday, Noluyolo Betela, client relationship manager at Allan Gray, shared strategies and plans that everyone can put in place to help […]
At its 2020 Risk Summit, Momentum Life Insurance shared the latest claims statistics. The 2019 claims pay-outs were the highest to date at R4.6bn. The 2019 pay-outs were made up of R3.3bn in […]
