Intermediaries / Brokers / General

Calling SAs risk and financial advisers brokers and intermediaries

Going beyond the call of duty

The Battle of Trafalgar was a defining encounter during the Napoleonic Wars. England won the battle after being inspired by a message by Admiral Horatio Nelson, in which the British sailors were told that England expects them to do their duty. At the end of the battle, it transpired that this message actually inspired the sailors to go beyond their normal duty in order to win the battle.

Outliving a partner: how can your clients prepare financially?

At retirement, couples usually look forward to spending many happy years enjoying all the things they never got around to doing during their working years. But what happens if one partner unexpectedly dies? Will the remaining partner be financially prepared for what could turn out to be 20 years or even longer living on their own?

Advisers crucial in ensuring retirement reforms protect consumers

South Africa’s financial advisers will play a crucial role in ensuring that the consumer protections proposed in National Treasury’s retirement reforms materialise. This was one of the findings of a panel discussion on the impact of retirement reform on advisers, held at the Independent Investment Intelligence (i3) Summit hosted by Sanlam Investments and Glacier by Sanlam in Johannesburg recently.