To have and to hold a signed WillPublished: Wed, 08 Sep 21 National Wills Week will be held from 13 to 17 September 2021. This is an ideal opportunity to draft a Will or to review an existing Will. In recent times, we have come to realise that death can happen to anyone, at any time. Whether you’re young or old it is therefore important to ensure your affairs are ...
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The Female Economy – what women want from a financial adviserPublished: Tue, 24 Aug 21 As women earn and control an increasing portion of wealth, advisers must reconsider how they engage with this group or risk losing the opportunity to serve them. This will take more than just falling back on reductive stereotypes and “pinkified” marketing tactics.
When it comes to buying power ...
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The representation of women in the South African economyPublished: Mon, 23 Aug 21 More than 26 years later, women are still underrepresented in the South African economy
Every Women’s Day commemoration brings us an opportunity to track progress on the declaration made in 1994 by the country’s first democratic government to prioritise gender equality as reflected in the South African ...
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CIS assets under management fast approaching the R3 trillion thresholdPublished: Thu, 19 Aug 21 The local Collective Investment Schemes (CIS) industry reported net outflows of R18 billion for the second quarter of this year following the closure of South Africa’s biggest money market fund. Releasing the CIS industry statistics for the quarter and year ended June 2021, Sunette Mulder, senior policy advisor ...
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NATIONAL TREASURY’S PROPOSED TWO-BUCKET SYSTEMPublished: Thu, 12 Aug 21 National Treasury released a media statement on 11 August, noting that government and other stakeholders are exploring a ‘two-bucket’ system to address retirement fund members’ conflicting needs for longer-term financial security and short-term financial relief:
First bucket for longer-term ...
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Rights and responsibilities under the data privacy lawsPublished: Wed, 11 Aug 21 Over the years, data privacy and protecting personal information has become increasingly important, both from a business and client perspective. The Protection of Personal Information Act 4 of 2013 (POPI) was gazetted in South Africa in 2014 with the intention to protect your data privacy rights as well as your personal ...
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The difference between a living Will and a last Will and testamentPublished: Wed, 11 Aug 21 Sometimes family members face a difficult situation when a decision has to be made about a loved one in circumstances in which they are not able to make informed decisions and give their consent regarding medical treatment. In some cases, a family can be left with enduring questions and feel of guilt after making ...
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PPS Investments: MPC Media commentaryPublished: Thu, 22 Jul 21 The Monetary Policy Committee (MPC) decided to leave the repo rate unchanged at 3. 5%. This was a unanimous decision even after the recent increases to inflation, above the midpoint of the inflation target band. The recent unrest in South Africa was noted as a concern to economic growth after the strong GDP print ...
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DELAYED GOVERNMENT PAYMENTS IMPACT ON PENSION FUND CONTRIBUTIONSPublished: Tue, 29 Jun 21 Having been inundated over the last several years with volumes of complaints against the Private Security Sector Provident Fund (PSSPF) and its participating employers, the Pension Funds Adjudicator, Adv Muvhango Lukhaimane, has in a recent determination called into question the viability of the fund that is compulsory ...
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CPI for May 2021Published: Wed, 23 Jun 21 Consumer price inflation increased by 5. 2% year-on-year as at the end of May 2021, which was greater than the 4. 4% year-on-year increase from the previous month. Inflation is a subject of real interest globally as the US saw a sharp increase in their rate of inflation. The US Federal Reserve has however stated their ...
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Free Online Discussion – recent regulatory impact on claimsPublished: Thu, 17 Jun 21 Learn about the recent regulatory impact on claims by joining us online this Friday 18 June 2021. The amended Policyholder Protection Rules promulgated under section 55(5) of the Short-term Insurance Act as amended and currently in operation, alongside several key board notices has far-reaching implications when it ...
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Supporting Brokers In Optimising The Claims Experience Of Their Clients.Published: Mon, 07 Jun 21
TANSA is a team of dedicated professional Attorneys, Forensic accountants, Disaster Claims Experts and Insurance Specialists focused on Insurance Claims & Dispute Resolution. Their mission is to support brokers in optimising the claims experience of their clients. They collaborate with brokers to effectively ...
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Navigating the now – Making sense of an unsettled worldPublished: Wed, 02 Jun 21 The unsettled world as a result of Covid-19’s broader societal impact of empty sports stadiums and travel restrictions notwithstanding the whipsaw in markets has provided opportunities for certain sectors to thrive sooner than previously expected and has changed the investment landscape in others. So, what has ...
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Has COVID shaped new trends for SA investors?Published: Mon, 17 May 21 In a TransUnion survey, two of the top 10 changes in behaviour related to retirement savings – one was accessing it early to cover the shortfall and another was stopping retirement savings. These are both alarming. According to the World Bank’s 2019 report, South Africa’s savings rate is 15% of its ...
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How markets have performed in the first quarterPublished: Tue, 11 May 21 Since the equity markets bottomed a year ago after one of the sharpest sell-offs in history, life and the economy have yet to return to normal. However, financial markets continue to look beyond the current reality, toward a rosier future.
This quarter equity markets once again showed impressive strength, ...
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