
Breaking News
You had lots of interesting questions in the chat bar of our recent webinar on tricky death claims cases. ICTS Death Benefit Services took them all down and have answered each of these here.
Editor’s Thoughts.
April was one long plot twist – so it’s fitting that on May the 4th (Star Wars Day) we’re talking about regulation, behaviour and avoiding the financial dark side.
Markets first. Sanisha Packirisamy and Tshiamo Masike (Momentum) share the investment and geopolitical highlights (lowlights?). In a galaxy far far away, oil stayed volatile, the UAE has opted out of the force that is OPEC and while there are some positives, risks to the outlook for the world economy seem tilted to the downside. Slightly softer SA inflation has kept “later this year” rate cut hopes alive … barely (but have they though?). Also at home, we’re looking out for Wednesday’s fuel price announcement with the same sense of dread we used to have when checking the EskomSePush app. We have a new SARS Commissioner (thankfully not Darth Vadar) and a newly‑minted 4 November public holiday breaks that horrible forever stretch between September and December.
In today’s articles, Advocate Sankie Morata (Sanlam Trust) argues beneficiary funds should be judged not just on preserving capital, but on how well they prepare young adults to manage money at payout – please register to hear Sankie’s feedback at Sanlam Trust’s webinar on Thursday morning – it’s not just for POs. And Keith Peter (Old Mutual) frames COFI as a strategic opportunity for Jedi IFAs: high overlap with FAIS, proportionality for smaller FSPs and new ways to compete on advice quality, not just product shelves.
ICTS Death Benefit Services has answered all your questions at the recent webinar on tricky death claims under Breaking News ☝️
Whether it’s the markets, updates in regulation or a once‑off payout, the force is strongest when behaviour, governance and good advice work together.
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Most Recent Reads.
Are beneficiary funds preparing young adults for financial independence?
Advocate Sankie Morata CFP®, CEO of Sanlam Trust There is a growing and often underestimated risk factor within beneficiary funds: What happens when a protected minor becomes a...
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Keith Peter, Advice Manager at Old Mutual Personal Finance With the anticipated promulgation of the Conduct of Financial Institutions (COFI) Bill in September 2026, Independent...
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Sanisha Packirisamy, Group Economist, and Tshiamo Masike, Economist; at Momentum Investments Read the full note here. ENDS
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