Unpacking pink tax: a hidden burden on women’s finances
Sanlam’s Pink Tax survey found that 24% of women reported that pink tax affects their choices in selecting financial products, services, and providers.
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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
FSCA launches survey of FSPs’ understanding of financial soundness
Recordings of the Authority’s recent workshops on financial soundness are available on YouTube.
FSCA to host online workshops on financial soundness for FSPs
The FSCA will this month hold online workshops on financial soundness for FSPs and on an upcoming survey. The Authority said there will be two workshops on financial soundness, according to the type […]
Satisfaction with medical schemes at six-year low – more members likely to buy down or opt out
As medical schemes announce their benefit changes and premium increases for 2022, the findings of a survey suggest that a significant number of members will move to lower-cost options or change medical schemes. […]
Pandemic fast tracked use of social media
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients, according to the Putnam Investments Social Advisor 2020 Study. The research […]
Pandemic fast tracked use of social media
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients, according to the Putnam Investments Social Advisor 2020 Study. The research […]
Sanlam’s Benchmark Survey – Significant impact of Covid-19
“A key thing that emerged across the 2020 Sanlam Benchmark research was that the focus of institutional retirement funding will shift from engaging members themselves. This is consistent with the Mega trend of […]
Customer survey shows preference for intermediated advice – better delivery on client expectations
The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. The recently released SA-csi […]
Customer survey shows preference for intermediated advice – better delivery on client expectations
The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. The recently released SA-csi […]
Household Wellness Survey – Financial differences between male and female lead households
The latest Momentum/Unisa Household Financial Wellness Index also analysed statistics about the impact of the Financially Knowledgeable Person (FKP) in the home. In many cases this is a woman. Although they may not […]
Just Retirement survey insights – Dire need for consumer education
According to the “Just Retirement Insights 2019”, guaranteed income in retirement remains the number one preference of South African retirees. The study is a comprehensive review and commentary based on face-to-face interviews with […]
Sanlam’s Benchmark Survey 2019 – Are South Africans financially resilient?
According to Jocelyn Hathaway, Acting CEO of Sanlam Employee Benefits, Sanlam’s Benchmark survey this year included a deep dive into the concept of financial resilience, which is essentially the ability of individuals and […]
Ten megatrends identified by Benchmark Survey – What is shaping our lives?
“The Sanlam Benchmark research is about asking and answering questions to spot the megatrends shaping our lives”, Viresh Maharaj, Chief Executive of Sanlam Corporate Sales and Marketing pointed out at the release of […]
Ten megatrends identified by Benchmark Survey – What is shaping our lives?
“The Sanlam Benchmark research is about asking and answering questions to spot the megatrends shaping our lives”, Viresh Maharaj, Chief Executive of Sanlam Corporate Sales and Marketing pointed out at the release of […]
Get to know your customer – Survey insights always add value
Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]
Get to know your customer – Survey insights always add value
Understanding your customer is the key to good service. In order to do so, you must deliver what you promise. But great customer care involves getting to know your customers so well that […]
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 […]
