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Debarment and Treating Customers Fairly

The necessity for a process to ensure that those who fall foul of the fit and proper requirements are not allowed to practice was never in question. In particular, the bad apples need to be discarded. Unfortunately, the application and execution of the debarment process should possibly be regarded as ...
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Don’t let retrenchment derail your retirement savings

Retrenchment is a traumatic experience. In addition to coping with the emotional stress of losing your job, you will also be expected to take financial decisions with far reaching impact. You may be tempted into making choices that seem the least disruptive to the lifestyle that you and your ...
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Alexander Forbes launches 2017 Benefits Barometer

The fifth annual edition of Alexander Forbes’ industry-leading publication, Benefits Barometer touches on a range of socio-demographic and economic factors that will impact the world of work in South Africa in the context of a changing global environment. The research addresses critical ...
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Why I love FAIS

By Tamara Jacobsen: Director- Applied Learning Academy The provisions of the Financial Advisory and Intermediary Services Act, 2002 (FAIS) have been in place for more than a decade now. Financial advisors, planners, consultants and agents who deal with insurance, medical schemes and/or investment ...
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CPD Revisited

A reader recently wrote: I provide training on behalf of a registered medical scheme to accredited brokers on medical scheme benefit options, underwriting and processes. I recently attended a broker training session at the Council for Medical Schemes (CMS) and was awarded 4 CPD (Continuous Professional ...
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