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Moonstone: Hospital Cash Plans Under Threat

07 June 2013

The article below is, in the main, an extract from a media release by ASISA. The Association for Savings and Investment South Africa (ASISA) warned that, if the abuse of hospital cash plans continues to escalate, life insurers may be forced to implemen

Moonstone: Short-term Remuneration Review

07 June 2013

At the end of 2011, the FSB invited various industry bodies, representing both product providers and intermediaries, to respond to proposals on how remuneration could be “reformed” to ensure that it was fair to clients. A second focus would be on refining

Moonstone: Am I my client’s keeper?

04 June 2013

Most of the Ombud determinations we reported on, had a negative outcome for the advisor involved. It is nice to come across one where the Ombud found in favour of the broker. This case dates back to 2008, with the late Charles Pillai presiding, as it were

Moonstone: Treating Customers Fairly

31 May 2013

TCF is closer than we think. It appears to be on the FSB’s radar screen already, despite expectations that it will only become a reality next year. In an article we published on Monday, we quoted the following extract from the FSB media release on its dec

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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