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Challenges approaching from every side

16 August 2017

What are South Africa’s major problems when it comes to retirement? If we focus purely on the institutional side of the retirement journey, taking out human elements such as lack of preservation or insufficient contribution rates, a strong case can be made for the argument that there as many institutional challenges as there are human element challenges.

Fit and proper principles to replace REII exams

11 July 2017

Over the years, many industry stalwarts have sung the praises of the industry and the fact that the Financial Services Board (FSB) is putting its best foot forward when it comes to professionalising the industry. The industry is indeed a far cry from what it was ten years ago when it comes to professionalism, and it seems like this will change even further when a new wave of regulatory reform reaches the industry’s shores in 2018.

Insurer’s mishap shows importance of advisers

20 June 2017

Dates, specifically policy date and effective date, in the insurance world are critical and insurers each have their own definitions of those terms in their policies which they follow. A misunderstanding of the policy terms can lead to serious consequences for both the policyholder and insurer and, as is the case in this determination by the Financial Advisory and Intermediary Services Ombudsman (FAIS Ombud), we are once again reminded of the important role financial advisers play in giving the client valuable advice.

Hardwired to seek instant gratification

07 June 2017

In my time as a financial journalist, I have heard my fair share of theories about why there is a poor savings culture in South Africa. While many of these theories logically make sense, none of them truly resonated with me. There simply were some holes in the theories being presented.

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

Taking risks and working past them

22 May 2017

FSB addresses concerns surrounding Regulatory Reform

10 April 2017

A beast government can’t control

14 March 2017

A sobering budget is on the cards

15 February 2017

Cyber crime becomes a multi-billion dollar industry

18 January 2017

The machines have spoken

29 November 2016

Dealing with a world-wide challenge

07 November 2016

Viva la revolution: redefine your world

29 September 2016

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Talked About Features / Straight Talk