Financial Planning

Capable 'or not' of performing duties

The complainant was an electrical training officer who stopped working owing to ill health after December 2003 and was subsequently retrenched. His duties involved training and development of electrical apprentices and learner technicians. 70% of…
Financial Planning

Are we finally getting it right?

Are we finally getting it right? With the ongoing focus on professionalism in the financial planning arena, all parties in the process have been working towards solving the challenges with disability cover. It seems like…
Financial PlanningGovernance

Cancellation of Policies

CAUTION: Some policies can be cancelled by insurers. It is important to check your policy so that you are not taken by surprise.Policyholders always have the right to cancel a policy by terminating premiums, although…
Financial PlanningPractice Management

Good versus Great

So you’re reducing taxes? Income Tax started out by people deciding that there are certain functions in their community that they do not wish to perform and that they would be prepared to have others…