CFP® - The most important three letters in financial planning
September 10, 2021
Preparing for an uncertain future has never been so important. Financial wellness is the cornerstone of a healthy society and should be the goal of every individual. But achieving financial wellness is easier said than…
The AFCFTA represents a tremendous opportunity for African Insurers
September 9, 2021
According to the Africa Insurance Pulse 1/2021, on the “African Continental Free Trade Area” (AfCFTA), launched today by the Africa Insurance Organisation (AIO), the AfCFTA will create a single market covering more than 1.2 billion…
The FSCA fines Viceroy Research and its partners
September 8, 2021
Financial Sector Conduct Authority The FSCA fines Viceroy Research and its partners for publishing false and misleading statements about Capitec Bank Holdings Ltd The Financial Sector Conduct Authority (FSCA) has imposed an administrative penalty of…
FIA The Financial Intermediaries Association of Southern Africa (FIA) and Santam have partnered to launch the FIA Transformation Initiative, a campaign focused on accelerating transformation in the South African intermediary space. Santam, an FIA Level…
Expired licence? See what the insurance industry says
August 26, 2021
The South African Insurance Association (SAIA) has received new enquiries from concerned motorists about how insurers would treat motor vehicle claims where the insured person’s driver’s licence has expired after 31 August 2021. In short,…
Key insights at the 2021 Financial Planning Summit
August 25, 2021
Critical questions financial advisers should be asking investment managers, platforms, and other such providers. The Financial Planning Summit team are pleased to announce that over 1200 financial advisers have already registered for the 2021 Financial…
FSCA The Financial Sector Conduct Authority (FSCA) notes with concern the high premium increases that are being implemented by insurers on funeral policies. While the FSCA recognises the impact of COVID-19 on mortality rates and…
To withdraw or not to withdraw?
August 17, 2021
By Lelane Bezuidenhout, CFP®, CEO of FPI FPI Response to National Treasury’s Media Statement: Process and Approach to Preservation and access to Retirement Savings National Treasury has mentioned the possibility of amending the law to allow limited pre-retirement…
