Intermediaries / Brokers

Next generation and legacy advisers can thrive together

The world of financial advising has evolved from one of diaries, map books, manual premium calculations and a sales-driven focus to an advice-led profession leveraging Co-Pilot, MS Teams and product supplier applications to deliver the experience that the 21st century consumer expects.

Spring cleaning your insurance: Why advisers should use this season to reset and reconnect with members

September always feels like a fresh start. The mornings are lighter; the air carries a hint of renewal and people instinctively start clearing out what no longer serves them.

Claims insights to reshape the broker-client conversation

The latest Standard Bank Insurance Claims Insight Report opens with some sober reflections on the risk landscape in which brokers and insurers are initiating general insurance covers. In his report introduction, the bank’s Chief Risk Officer, Thabani Ndwandwe, described a “converging risk landscape” where extreme weather, infrastructure shortcomings and societal pressures were amplifying insurers’ loss exposures.

Navigating double taxation agreements in retirement planning