Explore the Category

The matter of validity: can you trust the trust deed?

23 August 2013 | General

You may have complied with all the requirements of creating a valid trust but how effective, practical and up to date is the trust deed?

EmpowerHER – Female Breadwinners at an All Time High

14 August 2013 | General

Mothers and wives are increasingly becoming primary household breadwinners. With this in mind, is South African female financial literacy up to scratch?

FISA calls on women to address estate planning

07 August 2013 | Estates & Wills

The Fiduciary Institute of Southern Africa encourages all women to review their estate planning in August, Women’s Month.

It’s a woman’s world – but is her money part of it?

05 August 2013 | General

Forty-two percent of all women lack financial security and only 6 percent of women are “very confident” in their ability to retire comfortably. With these stats in mind it’s time to stop spending on the “latest and best” and forget about keeping up with

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

View the Results