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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.

‘I’ve got you’: Why South African youth prioritise funeral cover

29 May 2025

When many young South Africans enter the job market, they do so with more than their own dreams in tow. Their families have often made significant sacrifices to get them there, with the unspoken expectation that, once employed, they’ll help uplift the household financially.

Understanding Spousal Status and Marital Regimes in Financial and Estate Planning

26 May 2025

Determining whether a person is married for legal purposes and tax purposes is paramount in their financial or estate planning journey. Of further importance is whether a marriage is in or out of community of property.

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

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