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Registration has opened for The Insurance Conference 2012

Published: Thu, 02 Feb 12

Registration has opened for The Insurance Conference 2012 which will be held at Sun City, from 10 - 13 June 2012 and an early bird discount is available for early bookings until 9 March 2012, so get registered now. The Annual Insurance Conference provides a forum for all sectors of the insurance industry to ...
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Invest in advice for financial peace of mind

Published: Wed, 01 Feb 12

A solid long-term financial plan drawn up by a trusted adviser is the best investment you can make this year, according to Peter Dempsey, deputy CEO of the Association for Savings and Investment South Africa (ASISA). ...
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Global executives say companies should be measured by their societal purpose, according to new Deloitte survey

Published: Mon, 30 Jan 12

Private sector leaders and Millennials believe business, more than any other area, has the potential to impact society’s biggest challenges   Johannesburg – Deloitte Touche Tohmatsu Limited (DTTL) has shared the results of a global survey exploring business leaders' attitudes on the purpose, ...
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Big data holds big challenges for 2012

Published: Mon, 30 Jan 12

As 2012 rolls in amid continued economic uncertainty, businesses will have to work smarter to achieve sustainability and growth. One way of succeeding is to extract more value from data through business intelligence (BI) and analytics. This poses a huge challenge to the organisation, particularly in face of the growth ...
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IRMSA Conference 2011: This Turbulent World - What’s Next?

Published: Fri, 27 Jan 12

  By Michael E. Stoker Insurance Gateway® a division of Stoker Risk and ICT (Pty) Ltd www. insurancegateway. co. za         Delegates who gathered in their hundreds at the 2011 Institute of Risk Management South Africa’s Annual Conference held ...
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Do you make up the 6% of South Africans who can afford to retire comfortably?

Published: Fri, 27 Jan 12

By Rowan Burger: Head of Investment Strategy at Liberty Retail South Africa   As a South African it’s time to seriously think about your retirement plan and be cognisant of our changing world of work. Johannesburg: In the UK, twenty year olds are three times more likely to get to 100 than their ...
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Your RA has more advantages than you think

Published: Fri, 27 Jan 12

By Cilma Heyns, Business Development Manager, Glacier by Sanlam   Retirement Annuities (RAs) offer more than just the opportunity to make additional provision for retirement; they also offer the potential for tax and estate duty savings. And the good news is that there is still time before the ...
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Survey - Professionals are more upbeat on the state of the economy

Published: Thu, 26 Jan 12

Confidence among graduate professionals* improved in the final quarter of 2011, according to the latest results from the PPS Graduate Professionals Confidence Index, with an overall confidence level of 58%, the highest level recorded since the first quarter of last year. The quarterly survey, which now tracks ...
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The march of the markets

Published: Mon, 23 Jan 12

     Allan Greenblo  Editorial Director  Today’s Trustee             The tectonic plates have shifted. Lower economic growth means lower equity markets, which means lower returns on retirement savings. The long term could be long indeed ...
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Retirement Fund Trustee Liability - The Long Overdue Correction

Published: Mon, 23 Jan 12

By Lucian Carciumaru Camargue Underwriting Managers (Pty) Ltd   The previous decade produced minimal claims against the Retirement Fund Trustee Policy (the Policy). This of course meant that the scope of cover was widened drastically, whilst premium rates dwindled. To illustrate the extent of the ...
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Pension Funds well positioned to counter the ugly side of capitalism

Published: Mon, 23 Jan 12

     Allan Greenblo  Editorial Director  Today’s Trustee             Shareholders, particularly pension funds, are well positioned to counter the ugly side of capitalism now under worldwide attack. Properly mobilised, they can do a much ...
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Super Ombud on the cards again

Published: Mon, 23 Jan 12

Two articles in Saturday’s Personal Finance make it clear that the current system of handling complaints is not cast in stone. The gist of the articles is summarised as follows on the Personal Finance website: A breakdown in relations between the former Ombudsman for Short-term Insurance and the insurance ...
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Risk Management - The key to sustainable strategies

Published: Fri, 20 Jan 12

Chief risk officers, heads of risk and compliance officers have stressed the importance of entrenching their company's sustainability. Without a solid structure of sustainable planning in your risk management objectives and the future of your organisation may not be as secure as you'd like. Perhaps ...
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Top up your RA for a tax break - but remember the new retirement fund regulations

Published: Wed, 18 Jan 12

The end of the tax year is a good time to maximise the tax breaks SARS allows on retirement annuities (RAs) by topping up yours with an additional contribution. Perhaps you’ve earned a bonus, or put aside money for a rainy day that never came. If to date you’ve contributed less than the maximum ...
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Competition for University places highlights need for careful planning

Published: Wed, 18 Jan 12

The release of the recent 2011 National Senior Certificate (NSC) results by the Department of Basic Education, and the rush by many students to ensure they have a place on their preferred courses, has highlighted the appetite for tertiary education among the newly matriculated, yet for many the rising cost of education ...
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Financial planning key to overcoming debt in 2012

Published: Tue, 17 Jan 12

Enquiries for assistance with debt by South African consumers has already tripled in the beginning of 2012 compared with the same period last year, according to debt-counselling business Debt Busters. This alarming news highlights the importance for all South Africans to ensure they have a sound financial plan in ...
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Retirement Industry and Investment Professionals to gather in Johannesburg and website launched

Published: Mon, 16 Jan 12

MNCapital, Africa’s leading business information provider, in partnership with Africonomie (London based strategic partner) today announced its launch of the website dedicated to the “Fund and Asset Consulting Forum” – www. com an event to be held on 7th and 8th of March 2012 in Johannesburg ...
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PFA rules on 11 cases concerning retention of pension benefits by employer in lieu damages

Published: Thu, 12 Jan 12

Specific circumstances are required before your withdrawal benefit can be held in lieu of damage caused to your employer. Nine different complaints to the office of the Pension Funds Adjudicator were dismissed this week because the PFA found that the withholding of withdrawal benefits in each case was in line ...
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Economic and Social Turmoil Risk Reversing the Gains of Globalization, Report Warns

Published: Wed, 11 Jan 12

Economic imbalances and social inequality risk reversing the gains of globalization A dystopian world, unsafe safeguards and the dark side of connectivity are this year’s major risk cases Report analyses top 10 risks in economic, environmental, geopolitical, societal and technological categories Key ...
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Government needs to strike correct balance with retirement reform

Published: Tue, 10 Jan 12

Government’s proposed overhaul of South Africa’s current retirement funding model is a positive step given the alarming lack of retirement savings among the majority of South Africans. However, it is critical that the correct balance is struck in order for the initiative to succeed. That is according ...
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