Choosing the best life insurance for your clients is about more than comparing prices. It’s about ensuring the cover meets their unique risks and needs, from income protection to cancer care, says Bidvest Life’s Mark Neil.
The SA Retirement Annuity Fund is looking to the Supreme Court of Appeal to overturn a High Court decision in favour of the Pension Funds Adjudicator.
High Court hands down a decision on the interpretation of the tracing provision in section 37C of the Pension Funds Act.
Latest Savings & Investment Monitor contains insights into South Africans’ appetite for investment risk and investing offshore.
A reviewing body will have grounds to intervene only if a fund fails to take into account relevant considerations and ignores irrelevant considerations.
New trends call for new requirements. Help your clients to fulfil their wishes when the time comes.
Adjudicator said the fund was ‘wrong’ to rely on the fact that the sons were not financial dependants.
According to a graph in this year’s Old Mutual Savings & Investment Monitor (OMSIM), 72% of respondents expect their financial prospects to improve over the next six months, whereas only 5% believe they […]
Estate planning involves structuring and managing your assets while you are alive and putting measures in place to ensure your wishes are carried out after you pass away. It also ensures that there […]
The Pension Funds Adjudicator (PFA) offended the “principles of natural justice” when it overruled a decision by a pension fund’s board of trustees and awarded a death benefit without giving two people affected […]
The Pension Funds Adjudicator (PFA) offended the “principles of natural justice” when it overruled a decision by a pension fund’s board of trustees and awarded a death benefit without giving two people affected […]
