General

Explore the Category

The fight against financial illiteracy is on

06 April 2025

April is Financial Literacy Month, and Andile Jonas, Head of Marketing at Momentum Savings, suggests some dance steps against a lack of knowledge in the boxing ring of finances.

The Retirement Tightrope: Helping Clients Balance Security and Enjoyment

30 March 2025

Think of retirement spending as walking a tightrope. On one side lies the fear of outliving one’s savings; on the other, the risk of being overly cautious and missing out on the lifestyle a client has spent decades preparing for. Lean too far either way, and they fall. As a financial adviser, you are their balancing pole—helping clients walk confidently across this uncertain stretch with a plan that blends structure and flexibility.

Surge of Savings Pot Withdrawals in New Tax Year

05 March 2025

Since the implementation of the new two-pot retirement system on 1 September 2024, South Africans have shown significant interest in accessing their retirement savings through the newly introduced savings pot.

Actuaries concerned about the impact of climate change on retirement savings

25 February 2025

While global warming is accelerating at a record-breaking speed, resulting in extreme weather events like floods and drought, few South African retirement funds have climate policies in place.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

View the Results