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Perception is everything

25 April 2019

According to Liberty’s research the barriers to getting a financial adviser are that 22% of clients believe that advisers are too expensive, while 19% believe they will not add value to their lives. FAnews spoke to Jac de Wet, Wealth Manager at PSG Wealth, Jason Bernic, CFP® and Financial Planning Coach at Old Mutual Wealth and Richard Rattue, Managing Director at Compli-Serve SA about this perception, how we can change it and whether digital marketing could be the answer to gaining trust.

The clear divide is all but gone

08 April 2019

At the moment a grim picture of retirement saving is painted in the South African landscape. Many South Africans either do not have the funds to contribute to savings after their monthly budgets have been exhausted, or they feel that saving for retirement is just not that important.

The VIP ticket to profitability

14 March 2019

The insurance industry is at a tipping point where clients are expecting extremely high levels of innovation to be present in every product and interaction that takes place on a daily basis. This is being driven through disruption, and the increased use of online advise channels.

Where insurers should be focusing their attention

18 February 2019

2018 was a year that many insurers would want to forget. The economy was not where it should have been which resulted in a lot of unnecessary policy lapses. The fact that the personal finance of clients was constrained meant that the insurance industry took a knock because there was very little buying power in the industry. Additionally, we saw a lot of clients turn towards the media when they became dissatisfied with their insurers.

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

View the Results