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Capital Legacy Shakes Up the South African Financial Services Industry

17 August 2020 | Estates & Wills

Capital Legacy, South Africa’s leading provider of Wills, has been operating in the fiduciary and financial industries since 2012. Over the last eight years they have provided more than 300 000 clients with Wills and indemnified over R 70 billion in fees that arise during the estate administration process, which has aided them in gaining invaluable experience and insight into consumer needs and trends.

Mental and physical wellbeing have significant financial implications for your clients

13 August 2020 | General

Financial advisers and planners have countless opportunities to influence positive client outcomes in a range of non-financial disciplines. In recent newsletters we shared the need for advisers to consider aspects such as health, social networks, and wellbeing in addition to traditional financial portfolios. The correlation between improved financial outcomes and wellness is already widely accepted by health and life insurance providers. “The joining of insurance and wellness is the most obvious marriage in the world,” said Gareth Friedlander, Discovery Life deputy CEO. He was commenting during an exclusive interview with FAnews to discuss the life insurer’s 2019 claims statistics.

Make sure your financial plan is pandemic-proof

13 August 2020 | General

It’s August, the month we celebrate women and focus on our unique challenges and roles. This year those challenges have been compounded by the chaos caused by Covid, highlighting the need for a solid pandemic-proof financial plan, says Monica Moodley, Legal Manager at Old Mutual Personal Finance.

FMI extends income protection to cover more South Africans than any other insurer

12 August 2020 | General

Life insurer FMI (a Division of Bidvest Life Ltd) is extending its income protection to cover a wider range of occupations - including independent contractors, those with secondary or multiple occupations, and unorthodox occupations – which previously typically struggled to get income protection elsewhere.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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