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ASISA: Dialogue is not going to prompt consumers to save more

22 July 2015 | Association for Savings & Investment SA (ASISA)

South Africa’s national savings stocks accumulated from savings made by the private sector and households are currently at healthy levels of three times Gross Domestic Product (GDP), according to South African Reserve Bank statistics. However, household savings have been trending downwards for the past 35 years, with consumers tending to borrow rather than save.

A balance of probabilities

22 July 2015 | Short Term Ombudsman

What is the role of the insurer when it comes to handling a claim when a crime is involved? What leverage do they have when it comes to rejecting the claim? What evidence do they have to provide to back up their decision to reject the claim?

Don’t play Cat (2) and mouse

08 July 2015 | General

The sheer quantity of compliance requirements for Category 2 FSPs can make it tempting for firms to play cat and mouse with the Regulator. But this is a dangerous game as the Financial Services Board makes regular announced site inspections to assess the state of compliance within these FSPs.

Regulation is guiding us

06 July 2015 | General

FAnews recently attended the 2015 Financial Planning Institutes (FPI) annual conference where the main theme of the conference was the changing world of the financial planner and how planners can embrace these changes.

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Question

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

Answer

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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