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Managing longevity

02 February 2015 | Retirement

The emerging trend of increased longevity is one of the most significant risks facing South Africans as they plan for retirement. The challenge advisers face is that they need to bear the responsibility of helping their clients plan appropriately to finance a retirement that is becoming increasingly longer.

More protection...

02 February 2015 | Life

When comparing South Africa to the rest of the world, it is evident that the South African public faces some of the most taxes in the world. The public is taxed to the limit, and government has now introduced a shift in the way income protection policies will be taxed.

Fifty shades of grey: the truth behind life claims

02 February 2015 | Life

While insurers have always strived to act in the best interest of policyholders, it is important to bear in mind that Treating Customers Fairly (TCF) will result in the Financial Services Board (FSB) looking at the activities of insurers, as they have a responsibility to act with the best interest of the customer at heart.

Money market funds in a diversified portfolio

02 February 2015 | Investments

In the current low interest rate environment, conservative investors wanting a safe place to invest their cash while still getting the opportunity to earn above-inflation returns are well-suited to money market funds.

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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Does size matter in the investment world?

02 February 2015 | Investments

Conquer the industry as the Captain of your RDR ship

02 February 2015 | Regulatory

Getting to know the building blocks as RDR starts to take shape

02 February 2015 | Regulatory

The risk management jigsaw puzzle

02 February 2015 | Risk Management

Gap Cover - the long and winding road

02 February 2015 | Short Term

Gap Cover - know the difference

02 February 2015 | Short Term

Over stepping boundaries

02 February 2015 | Short Term

Unlocking the POPI-code

02 February 2015 | Short Term

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Magazine Archives FAnews & FAnuus

Managing longevity

More protection...

Fifty shades of grey: the truth behind life claims

Money market funds in a diversified portfolio

Does size matter in the investment world?

Conquer the industry as the Captain of your RDR ship

Getting to know the building blocks as RDR starts to take shape

The risk management jigsaw puzzle

Gap Cover - the long and winding road

Gap Cover - know the difference

Over stepping boundaries

Unlocking the POPI-code