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Four ways employers can promote financial wellbeing in the workplace

19 October 2022

In a post-pandemic working world there is an understandably more pronounced focus on holistic wellness, especially in the workplace. More and more companies are trying to ensure their employees live a healthy and balanced life.

Is your umbrella fund’s investment strategy too conservative?

11 October 2022

For the tens of thousands of South Africans whose retirement income is sitting in an umbrella fund, an investment strategy with low volatility and low administration costs might seem like the safe, attractive option. But there’s a downside to an umbrella fund investing too conservatively and focusing more on loss avoidance than growth potential, says employee benefits specialist NMG Benefits.

Everything you know about advice & adviser liability could be wrong

10 October 2022

A recent court ruling could render everything that financial services professionals understand about discharging their mandate moot, forcing thousands to reflect on financial decisions taken over the last decade or longer. This follows a recent matter in which a court ordered one of the country's largest asset managers to hand back more than a billion rand of beneficiary funds that it had transferred to another asset manager, within mandate, more than a decade ago.

The Convergence of Health and Risk – Research Overview

16 August 2022

In our Benchmark Survey, 31% of stand-alone funds, and 21% of umbrella fund Benchmark respondents indicated that they had looked at ways to limit risk premium increases. However, affordability challenges, together with technological advancements, mean that now is the time to focus on preventing claims rather than pricing for higher claims.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

View the Results