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The search for higher ground

Published: Fri, 26 May 17

Sanlam’s i3 Summit takes a global view of opportunities amid uncertainty Johannesburg: ‘Finding higher ground’ was the theme of the fourth i3 Summit, hosted by Sanlam Investments and Glacier by Sanlam, taking place at the Sandton Convention Centre on 25 May 2017 and attended by more than 400 delegates ...
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Global Pension Timebomb: Funding Gap Set to Dwarf World GDP

Published: Fri, 26 May 17

The world’s six largest pension saving systems – the US, UK, Japan, Netherlands, Canada and Australia – are expected to reach a $224 trillion gap by 2050, a new study by the World Economic Forum shows Adding in China and India, which have the world’s largest populations, the combined savings ...
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FSB Appeal Board and powers of the Registrar to debar

Published: Fri, 26 May 17

The decision in the Hlumbane case by the Appeal Board of the FSB provides very interesting information about the Board’s powers in terms of decisions made by the Registrar of Financial Services Providers, particularly its discretionary powers. The appeal stems from a decision by the Registrar to debar the appellant ...
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Appropriate defaults and member choice critical to successful retirement outcomes

Published: Thu, 25 May 17

Johannesburg: The Sanlam Benchmark Survey, released in Johannesburg today, has shown that while there has been progress in improving retirement outcomes, there is still much work to be done. “Saving for retirement as an explicit goal ranks as the sixth most pressing financial stressor among middle ...
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What keeps the LT Ombudsman awake at night? Part 2

Published: Wed, 24 May 17

Following on from Part 1. From the Long-term Ombud’s 2016 annual report: The Assessors and Adjudicators in the Long-term Ombud’s office were canvassed about the issues that currently fall into this category. Complainant behaviour The LT Ombud wrote about difficult complainants in the 2015 Annual ...
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Turbulent times should not mean turbulent investments

Published: Fri, 19 May 17

By Sonja Saunderson It’s a difficult and disturbing world for retirement fund trustees and their advisers at the moment – locally and globally. In a time of ratings downgrades (to ‘junk’ status), the Trump presidency and other events, it’s very easy to be overwhelmed. A sense of panic ...
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Unlocking the blockchain

Published: Fri, 19 May 17

By Norton Rose Fulbright   Chapter 3: Using intellectual property rights to protect distributed ledger technology A significant amount of attention is being paid to the disruptive potential of distributed ledger technology (DLT) and many businesses are making huge investments in DLT-enabled products ...
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FAIS Regulatory Exam Fraud

Published: Fri, 19 May 17

We encounter a variety of attempts by a limited number of candidates to cheat the system. As evidenced by the example in a recent Appeal Board case, crime really does not pay. The transgressor appealed against a three-year debarment. The Appeal Board found that the person should actually have been debarred for much ...
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The FSB Appeal Board

Published: Fri, 19 May 17

Twenty-four determinations were issued by the FAIS Ombud in the 2015/2016 financial year, half of which concerned short-term insurance products. Settlements, where respondents “pleaded guilty” amounted to a staggering 1 150. So far, the 2016/2017 statistics reveal 65 determinations of which 37, or 57%, ...
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How innovation is disrupting the financial industry

Published: Thu, 18 May 17

Innovation and new technology continues to change the way in which people invest, and the robo-advisor - an automated investment platform – is fast emerging as a ground-breaking investment tool. Robo-advisors have been making their appearance in South Africa with many finding it difficult to survive on their ...
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Strong flows into local CIS portfolios demonstrate investor resilience

Published: Thu, 18 May 17

The local Collective Investment Scheme (CIS) industry attracted healthy net inflows of R30. 4 billion in the first quarter of 2017, pushing net inflows for the year to the end of March to R157. 1 billion – the highest for this period in three years. Sunette Mulder, senior policy adviser at the Association ...
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Finalists announced as the 2017 FIA Awards contenders hit the home stretch

Published: Wed, 17 May 17

      Lizelle van der Merwe, CEO Financial Intermediaries Association of Southern Africa                 Excitement is mounting as the financial services brands ‘in the running’ for the 2017 FIA Awards ...
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How to protect capital and beat inflation

Published: Wed, 17 May 17

Use absolute return investment strategies to navigate the current climate of increased volatility and risk   By Natasha Narsingh, head of Absolute Returns at Sanlam Investments   Cape Town: Retirement fund trustees have to meet challenging goals— above all, achieve the highest possible ...
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What keeps the Long Term Ombudsman awake at night? Part 1

Published: Wed, 17 May 17

From the Long-term Ombud’s 2016 annual report: The Assessors and Adjudicators in the Long-term Ombud’s office were canvassed about the issues that currently fall into this category. The following are some of the matters raised. Bad bargains These include products that do not provide value for money ...
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Insurance Bill to get transformation emphasis

Published: Wed, 17 May 17

Legalbrief Today reports: The Treasury has agreed to changes to the Insurance Bill in a bid to accelerate the transformation of the industry. A Business Day report says this follows criticisms made during hearings on the Bill. Black business said it would reinforce barriers to entry in the sector, and MPs across ...
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Industry disruption - Adapt or die

Published: Fri, 12 May 17

Asset managers are being forced to look again at their business models. John Gilchrist, head of customised solutions at Old Mutual Investment Group, discusses the reasons. We have seen incremental changes in the asset-management industry over the past few years. The rise in indexation/passive investing and a shift ...
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Bophelo Benefit Services

Published: Fri, 12 May 17

The Registrar of Pension Funds has agreed with the respective financial institutions to appoint a Statutory Manager to Bophelo Benefit Services (BBS), a subsidiary of Mvunonala Holdings and to the Bophelo Beneficiary Fund (the Fund). In July 2016 the FSB conducted a routine on-site visit on BBS and has made certain ...
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Calculating pension interest at divorce

Published: Thu, 11 May 17

By Lize de la Harpe, Legal Advisor: Glacier by Sanlam Introduction I’ve written quite a bit about pension interest at divorce and how to claim it, when you can’t claim at all and also what doesn’t form part of “pension interest” as defined (e. In this edition I am going to explain ...
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New licensing framework likely for financial advisors

Published: Wed, 10 May 17

Uncertainty over the future of financial advisors in South Africa is gradually lifting - and it’s clear that change is in store. “It’s inevitable that currently authorised financial services providers are going to have to change their business models to adapt to a revised licensing framework,” ...
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Sanlam benchmark survey finds that financial stress is pervasive amongst South Africa’s middle class

Published: Wed, 10 May 17

Cape Town: Seven out of 10 middle class workers experience some form of financial stress according to the findings of the 2017 Sanlam Benchmark Survey. The annual retirement funding study, which has now delved into the financial wellness of employees in the workplace, shows that financial stress has reached dangerous ...
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