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A goal a day can keep saving blues at bay

08 October 2019 | General

According to Old Mutual’s 2019 Saving and Investment Monitor, South Africans are feeling the economic pinch more than ever. The 2019 statistics saw a decrease in savings for emergencies, with 38% of urban, working households only having enough money to last them a month or less should their primary source of income disappear.

Dedication to a cause takes longer than a week

01 October 2019 | Estates & Wills

We have reached the end of National Wills Week, an important week during which many players within the Fiduciary Industry provide Wills, for free, in an effort to ensure more people take advantage of the value of this very important estate planning tool. Yet, there is still so much more we should be doing to encourage more people to have a Will. Providing a basic Will template for free for a week isn’t enough, and we should be encouraging more education around this important document all year round, and not simply for one week.

Key estate planning factors to consider when moving abroad

01 October 2019 | Estates & Wills

In our modern, globalised world, many people are moving abroad, whether just temporarily or permanently emigrating, or they have children who have moved abroad.

‘We underwrite now so we can pay your claims later’

27 September 2019 | General

Ask any life insurance customer what their biggest pain is, and they’ll probably tell you it’s the onboarding and application process. The endless forms. The medical tests. The waiting. Whether it be for income protection, critical illness or life cover, the process is often an arduous one. It’s a major reason why people put it off – sometimes until it’s too late.

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

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