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Fracturing the industry with causal event charges

23 November 2015 | PFA - Pension Fund Adjudicator

Causal event charges have been a perpetual source of anger, frustration, and often confusion within the retirement industry. Often, the client does not know how these charges are calculated or in fact what they are being imposed for.

Concerning trends rearing their heads

19 November 2015 | FAIS Ombudsman

It has been over a year since the Financial Services Board (FSB) released its Treating Customers Fairly (TCF) objectives. While this has not yet been entrenched in law, the regulator is expecting companies to abide by these objectives.

Christmas gifts that will never end up in a thrift shop

09 November 2015 | Association for Savings & Investment SA (ASISA)

Retailers have started enticing shoppers to splurge on Christmas gifts, but the Association for Savings and Investment South Africa (ASISA) is hoping to convince consumers to rather gift financial products designed to grow in value over time.

PFA sets aside life partner’s death benefit

04 November 2015 | PFA - Pension Fund Adjudicator

The Pension Funds Adjudicator has set aside a R3 082 000 death benefit allocated to a deceased’s partner of 22 months after one of his children complained that the decision was not fair and equitable.

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Are financial advisers ready for the combined impact of COFI and AI?

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Yes, fully prepared and already adapting Somewhat prepared, but still facing implementation challenges Not yet prepared, more time and support needed Unsure / still assessing the impact

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