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The annual review of your financial and estate plan is an opportunity to assess and reconsider the underlying assets in your estate. However, reviewing beneficiary nominations on policies is often neglected during this process.
Many South Africans experience financial woes at the beginning of every year. With December salaries paid ahead of the festive season, the temptation to spend it on travel, gifts and family gatherings is highly tempting, leaving some consumers feeling distressed during this time.
The world is abuzz with Prince Harry and Meghan Markle’s decision to find independence and build a life of their own outside of their royal trappings.
What can retirement funds do to improve client-adviser engagement during members’ employment years?