Polls

Ran from 31 Aug 2022 to 11 Sep 2022

There is growing evidence that a universal basic income grant (BIG) could contribute to measurable improvements in the South African economy, including making a serious dent in our inequality and poverty statistics. Are you in favour of a BIG?

Results

Hell no. (18.18%)

Tell me more before I vote. (23.64%)

Yes, but there must be a quid pro quo from recipients. (27.27%)

Yes, in any shape or form. (30.91%)

Ran from 11 Aug 2022 to 30 Aug 2022

Each year ordinary consumers and their financial and wealth advisers flock to dozens of asset manager ‘outlook’ presentations to find out about economic and investment trends, and the next ‘hot’ company. What do you want asset managers to share during these events?

Results

Asset allocation strategies (16.92%)

Big picture investment themes and how to position portfolios for them (27.69%)

Investment methodologies and historic fund yields (29.23%)

Share tips by the score (26.15%)

Ran from 28 Jul 2022 to 10 Aug 2022

A recent discussion on the ‘successful intermediary of tomorrow’ offered some tips to help financial and risk advice practices to thrive through 2022 and beyond. Which of the following do you think will give your practice an edge over the competition?

Results

Achieving cost and scale through digitalisation (5.13%)

Offering customisable product solutions to meet customers’ unique needs (46.15%)

Specialising in one advice discipline only (7.69%)

All of the above (41.03%)

Ran from 21 Jul 2022 to 27 Jul 2022

Do you believe the High Court’s ruling on Old Mutual Unit Trust Managers (OMUT) is fair?

Results

Ran from 07 Jul 2022 to 20 Jul 2022

There is a lack of regulatory recognition of a financial planner as a professional that meets stringent competency standards. What are your thoughts on this?

Results

Many financial professionals are not yet professionally qualified to give professional financial advice or provide holistic financial planning (15.38%)

Yes, anyone can call themselves a financial planner without the required skill, knowledge and experience, which places our consumers at risk (11.54%)

CFPs® must continue to learn, using recognised Continuing Professional Development hours (CPD) and Personal Development Plans (PDP) (73.08%)

Ran from 19 Jun 2022 to 06 Jul 2022

We have watched with interest as each of the country’s large life insurers report their 2021 life claims statistics, with soaring claims and claims values. That got us thinking: how do the big life insurers compare against one another, from an IFA perspective?

Results

An insurer is an insurer is an insurer (31.48%)

All are excellent: would not deal with them otherwise (12.96%)

There is one insurance brand that stands out for me (27.78%)

Tied agent: but my brand is the best out there (27.78%)

Ran from 25 May 2022 to 19 Jun 2022

There are countless articles written about South Africa’s poor retirement outcomes. Which of the following would you single out as the biggest contributor to local savers not accumulating enough to buy an adequate and sustainable pension?

Results

Lack of personal accountability (9.62%)

Poor participation in formal retirement funds (12.18%)

Reluctance to seek financial advice early on (37.18%)

SA’s high unemployment rate (41.03%)

Ran from 18 May 2022 to 24 May 2022

Due to COVID-19, what have you seen when it comes to investor behavior?

Results

A switch to more risky assets (12.77%)

Individuals seeking protection from high market volatility (27.66%)

We saw limited switches (17.02%)

Clients acted irrationally and cashed in investments out of fear (23.4%)

We saw increased investment into Responsible Investing/ESG funds - due to their offshore exposure and solid risk management (19.15%)

Ran from 26 Apr 2022 to 17 May 2022

Short-term insurers are introducing strict exclusions and cover limits in the wake of pandemic and other systemic risks, making it difficult for brokers to structure comprehensive risk solutions for their clients. How do you respond?

Results

Consider alternatives like cell captives (17.6%)

Cover is always possible, at a price (32%)

Retain more risk on balance sheet (4.8%)

Risk mitigation first, then risk transfer (45.6%)

Ran from 07 Apr 2022 to 25 Apr 2022

Local financial advisers and their retail clients can choose between more than 1700 local unit trusts, each with their pros and cons. Which of the following best describes your approach when matching clients to these funds?

Results

Choose category leaders from the latest quarter (7.25%)

Closest match from your supported investment brands (2.9%)

FNA guides me, always (18.84%)

Match product to client’s risk profile (71.01%)

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