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Everyone has a theory on unclaimed benefits – how they arise, how to charge for them, how to trace them, and how to reunite South Africans with their money. Join our latest webinar as we unlock thinking around this. Let’s start by agreeing: we can’t expect different results from applying the same thinking.

23 July 2026 at 9 am. Register here. (Verified CPD will be applied for.)

Editor's Thoughts.

In a throwback to times gone by, many of us will be working from home today. Maybe it’s not a bad thing to use the end of H1 2026 as a reflection point. As we all keep on eye on the March and March developments and the other on tomorrow’s petrol price drop, it feels like a good “pause and reset” moment.

Which makes Kamal Patel’s (Old Mutual) mid‑year money check‑in feel spot on. Our clients and our retirement fund members (and ourselves) have the opportunity for a quick check in to make sure our daily choices and habits are still pointing the goals set.

We’re also going into the start of tax season and Medshield’s piece is a good reminder not to leave money on the table. Understanding how medical tax credits actually work – and what can still be claimed – can make your tax bill a little less painful.

Add in Lerato Lamola’s (Webber Wentzel) write up on why cash still matters in a tap‑to‑pay world, and Ninety One’s take on emerging markets finally being backed by real fundamentals, and you’ve got a challenge (or is it an opportunity?): when you view clients or fund members holistically – cash, savings, investments and tax – integrated advice starts turning scattered decisions into one coherent plan. The question is: will you read something a little outside your comfort zone today to ready yourself for the next evolution of our industry?

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Editor's Live Updates.

The Editor attends many industry conferences and events and will keep you updated from these live through X, as they unfold. She'll be at all the major conferences in 2026. If you can't make it, follow her on X to get the highlights straight from the event.

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The 2025 Evolutionary Awards Winners.

Category: Evolution in improving member outcomes

Category: Evolution in employee benefits and advice

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Category: Most promising women-led initiatives

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Category: The Greatest Impact

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