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FATF victory leaves adviser compliance load unchanged

27 October 2025 | General

The headline financial services news this October is that the Financial Action Task Force (FATF) has announced that South Africa has been removed from its ‘increased monitoring’ grey list, ending a punishment that was meted out almost three years ago, in February 2023. Today’s newsletter offers some comments on the development, which is unlikely to shift the administrative and compliance burden faced by financial and investment advisers.

SA life insurers conclude the first half of 2025 with assets under management of R4.8 trillion

15 October 2025 | Association for Savings & Investment SA (ASISA)

South African life insurers remained well-capitalised in the first half of this year and in a strong position to continue honouring contractual promises made to policyholders and their beneficiaries.

Wife could not prove dependency - loses death benefit claim

14 October 2025 | PFA - Pension Fund Adjudicator

The customary wife of a deceased failed in her attempt to claim a death benefit as she had not proved dependency on the deceased and was an estranged spouse.

Life Ombud’s mediation recovers millions after claims had been declined

13 October 2025 | The National Financial Ombud Scheme (NFO)

Not every file that crosses the desk of the Life Insurance Division of the National Financial Ombud Scheme (NFO) ends in disappointment. Often, the NFO’s intervention flips the script - turning a declined claim into a paid one, restoring dignity, and rewriting a family's future.

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

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