Polls

Ran from 28 Jan 2025 to 05 Feb 2025

How prepared do you feel for the upcoming implementation of the COFI licensing framework in the financial services industry?

Results

Ran from 28 Jan 2025 to 12 Feb 2025

The WEF Global Risk Report 2025 is here. What is your take on these annual ‘doom and gloom’ scrolls?

Results

Essential reading: let’s update the risk register. (0%)

Overhyped, creates sensation but little else. (18.75%)

Useful for identifying risk trends. (43.75%)

Wait, people actually read this stuff. (37.5%)

Ran from 23 Jan 2025 to 27 Jan 2025

How do you respond when a business or individual offers you a ‘too good to be true’ investment?

Results

Call my adviser for advice (50%)

Go all in, 10x returns are awesome (0%)

Ignore, stick with my financial plan (27.27%)

Scam alert! Report it to the regulator (22.73%)

Share it on TikTok for a laugh (0%)

Ran from 20 Jan 2025 to 22 Jan 2025

Early 2025 asset manager outlook statements point to opportunities in emerging markets and the US dollar. How do you approach these factors in client portfolios?

Results

Diversify across emerging and developed markets (62.5%)

Focus on long-term opportunities in China and India (0%)

Maintain a cautious stance around US-dollar investments (0%)

Prioritise local markets for safer EM growth (37.5%)

Ran from 11 Jan 2025 to 20 Jan 2025

The New Year is a great time to talk to your clients about important insurance and investment decisions. What is your go-to strategy for re-engaging clients in January?

Results

Discuss necessary portfolio realignments (5.88%)

Remind clients to update policy information (29.41%)

Review and refresh clients’ financial goals (64.71%)

Suggest a household budget review (0%)

Ran from 10 Dec 2024 to 10 Jan 2025

What is the biggest challenge you face in meeting compliance requirements?

Results

Keeping up with changing regulations. (33.87%)

The cost of compliance processes. (14.52%)

Educating clients on compliance needs. (12.9%)

Navigating complex documentation requirements. (11.29%)

Balancing compliance with day-to-day business operations. (27.42%)

Ran from 09 Dec 2024 to 20 Dec 2024

The two-pot retirement solution has shone a spotlight on certain shortcomings in SA’s pension fund landscape. Which of the following steps would you take to improve compliance and retirement outcomes?

Results

Enhance communication between members, funds. (0%)

Enforce penalties for non-compliant employers. (50%)

Enhance fund oversight to reduce arrears. (0%)

Simplify the withdrawal process. (50%)

Ran from 05 Dec 2024 to 26 Dec 2024

The NHI is steamrollering ahead with a 2028 implementation mooted. How do you feel about the future of medical schemes and private healthcare under this solution?

Results

Anxious about losing comprehensive coverage. (50%)

Confident the private sector will adapt. (0%)

Concerned about the lack of clarity. (35.71%)

Neutral, waiting to see how it unfolds. (14.29%)

Ran from 04 Dec 2024 to 19 Dec 2024

The asset management industry is seeing significant consolidation, with large players gaining more influence. What’s your view on the number of asset managers and DFMs trading in SA presently?

Results

Let market forces hold sway. (33.33%)

More mergers could limit choice. (0%)

Too few, competition benefits clients. (33.33%)

Too many, hence the consolidation. (33.33%)

Ran from 02 Dec 2024 to 03 Dec 2024

As uncertainty prevails, and post-election business and consumer sentiment begins to ebb, how do you intend investing your clients’ funds through 2025?

Results

Diversify across regions, themes. (25%)

Move to defensive assets. (25%)

Review clients’ long-term objectives. (50%)

Trust your DFM or fund managers. (0%)

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