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Insights into how the industry is evolving

The remarkable recovery of investments following the pandemic and the need to continue consolidation of umbrella funds were among the key insights at the Sanlam Umbrella Fund Symposium.

Three lessons from an MD to safeguard your business and yourself

For business leaders around the world, the pandemic has certainly brought its trials and hard lessons but there have also been positive trends that have emerged. Here are 3 lessons – and realities of good business – that I’d like to share as 2021 draws to a close.

How a pesky pandemic reshaped insurance

Holistic financial advice essential to tackle SA’s financial vulnerability

A solid understanding of client needs matched with holistic financial advice and financial education is critical to address the financial vulnerabilities of South African consumers. Add the benefit of close client and intermediary relationships, and a solid foundation for improved savings, investment outcomes and wealth accumulation become evident.