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Be smart about disability

02 December 2019 | Dread Disease and/or Disability / Critical Ilness

There are several new "gadgets" that allow people with disabilities to live relatively normal lives. Great strides are made every day, from smartwatches with braille touch displays and solar ear devices to smart canes with Wi-Fi, Bluetooth and a panic button.

In trustees we trust to uphold the interests of minor beneficiaries

29 November 2019 | General

The role of beneficiary fund trustees in protecting the interests of minor beneficiaries cannot be underestimated. By doing their fiduciary duty, trustees play a critical part in changing children’s lives by helping them be financially resilient and as self-sufficient as possible as they approach adulthood.

How a provider trust can protect your dependants who have special needs, after you pass away

26 November 2019 | Estates & Wills

Worrying about who will take care of your children after you die is a very real concern for most parents. For those with dependants who have special needs or disabilities, securing their financial future is even more important.

How to help your clients save for big edu goals

22 November 2019 | General

The recent twitter hashtag #SalaryDepression was an apt illustration of the collective low mood many people are experiencing when it comes to money matters, as we feel financially stretched to the limits.

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

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

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