It’s all systems go for Sanlam and Allianz’s pan-African joint venture
The merger of their African operations will create an insurance giant with a combined group equity value of about R35bn.
Financial services
People’s expenses change in retirement. Shouldn’t their income too?
Conventional wisdom says that living expenses rise uniformly with inflation, so many financial plans are based simply on that. But analysing the spending patterns of retirees shows us that the data tells a different story.
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What customers look for when choosing financial products and services
Respondents believe that charges should be for the ‘core’ financial product or service only, with additional features perceived as free add-ons.
UK set to introduce deregulation in financial services
Government uses opportunity provided by Brexit to ‘cut red tape’ and ‘turbocharge growth.
Nampak pension fund vs Nampak provident fund over members’ share of surplus accounts
Financial Services Tribunal considers the Adjudicator’s powers relating to section 14 transfers
Old Mutual to ‘re-enter’ retail banking space in 2024
The group unbundled its majority stake in Nedbank in 2018.
Why the relationship between women and money may not be what you think
A recent report by multinational investment management firm Schroders has emphasised the need for the financial services industry to get to grips with the gender dimension of investing and wealth transfer. The study […]
Most South Africans satisfied with the advice they received from IFAs
The majority of South Africans who used the services of an independent financial adviser (IFA) have told a survey that they were either “satisfied” or “very satisfied” with the advice they received. This […]
PwC identifies macro trends in the future of financial services
The primary role of a traditional bank providing financing and capital is set to be challenged further by non-banks, according to a 2020 PwC’s report, Securing your tomorrow, today – The future of […]
Human Touch plays huge role in Financial Services future
Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors […]
Human Touch plays huge role in Financial Services future
Despite digital technologies being set to significantly enhance processes, dedicated advisers and front-line staff will remain key within financial services According to Avaloq‘s financial industry report, front office staff such as client advisors […]
Customer experience in the financial services industry – Focus not where it should be yet
The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on […]
Customer experience in the financial services industry – Focus not where it should be yet
The Ask Afrika Orange Index® is like the Oscars of the customer experience industry. The Index is South Africa’s broadest service benchmark which tracks, ranks and understands service and loyalty drivers based on […]
What financial services content are consumers looking for on social media?
According to LIMRA, an international company specialising in research and education in the financial services industry, financial advisors could stand to benefit from having more of a presence on social media, especially if […]
Fintech is the ‘new normal” – More than half of the customers are regular users
More than half of banking and financial services customers around the world use fintech products and services, according to a new global poll carried out by deVere Group. Of the 883 customers surveyed […]
Business Ethics Survey – Financial Services industry represents a mature culture
The issue of ethics in South Africa has seen many challenges. Some of these are also relevant to the financial services industry. Various court cases and determinations illustrate ways in which financial advisors […]
