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Fund blocked from paying death benefit to a third party

05 August 2024 | PFA - Pension Fund Adjudicator

The executor of a deceased estate has failed in her attempt to get a pension fund to pay a death benefit into a third-party bank account.

Three-year regulation plan by the Financial Sector Conduct Authority

31 July 2024 | General

On 5 July, the Financial Sector Conduct Authority (FSCA) published its three-year regulation plan (2024 Regulation Plan) for the period 1 April 2024 to 31 March 2027.

Companies Amendment Bills Signed: Why Retirement Fund Trustees Should Take Notice

29 July 2024 | General

It’s been a busy time for the Presidential pen. Shortly after signing the Climate Change Bill on 18 July 2024 and the Climate Change Act being published on 23 July 2024, an announcement was made on 26 July 2024 that the President has also signed the long-awaited First and Second Companies Amendment Bills into law.

Myth busting in the ethics, morality and values realm

29 July 2024 | General

Behaving ethically goes beyond just following the law; it involves navigating tricky situations where doing the right thing might not always align with the rules. The good news for financial and risk advisers and their clients is that there are fewer opportunities in the financial services realm for such obfuscations. Why? Because South Africa boasts a no-nonsense, principles-based regulatory framework that does not tolerate the blurring of lines between ethics, morality and values.

quick poll

Question

If I were tasked with taking my firm’s customer experience (CX) to the next level, I would:

Answer

Bake human into the mix Integrate CX into KPIs Map the full value chain Respond to consumer feedback

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