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The disconnect between belief and action – why many clients still don’t have wills

16 June 2025

Most South Africans agree that having a valid will is essential. Yet, the latest Sanlam Legacy Wills Survey found that only 39% of more than a thousand people surveyed actually have a will.

The state of wills in South Africa

09 June 2025

Financial advisors play key roles in shaping South Africans’ future financial security, yet a glaring gap remains in one of the most fundamental aspects of personal finance: will drafting.

Complex Scenarios for Retirement Fund Trustees When a Member Passes Away

03 June 2025

When a member of a retirement fund or group life benefit scheme passes away, and they had dependents who are still minors (under the age of 18), these children are often left the most vulnerable and financially exposed.

A Willful Shift: New Data Shows Increased Growth in Estate Planning

30 May 2025

Just a few years ago, most people still thought that a last will and testament was only for the wealthy or elite. New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy and their family’s future.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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