Sarah Nicholson, Head of Customer Experience at JustMoney Many South African couples are surprised to learn that living together, even for many years, does not automatically confer...
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Are retirement funds doing enough before a member passes away?
Adv. Sankie Morata CFP®, CEO of Sanlam Trust When a retirement fund member passes away, the focus often shifts immediately to the death benefit allocation process. Who were the dependants?...
Getting what you pay for in private equity
Karabo Nkoana, Senior Investment Director at Ke Nako Capital & Thuso Partners No pension fund trustee can ignore the question of fees. Whatever investment managers are charging...
Delay denied dependants their rightful benefits
Lebogang Mogashoa, Pension Funds Adjudicator “The fund’s response paints an image of passiveness, reactivity and lethargy.” With these words, Pension Funds Adjudicator Lebogang...
Hedge funds show their worth in times of turmoil
Lethu Zulu, Head of Hedge Funds at Sanlam Investments Multi-Manager When markets convulse under the weight of geopolitical shocks, hedge funds are often called upon to prove why they...
SA’s funeral cover crisis, and how employers can help staff overcome it
Trevor Kingsley-Wilkins, Head of Retirement Fund Consulting at NMG Benefits In South Africa, funeral cover is one of the most widely held financial products, with an estimated 17...
Fast cars, denied claims: South Africa’s insurance penalty for speed
Edite Teixeira-Mckinon, Lead Ombud of the Non-life Insurance Division at the National Financial Ombud Scheme South Africa (NFO) South Africa carries a grim badge of dishonour: the...
Markets at a Glance: April 2026
Alan Wood, Head: Investment Consulting at Simeka Consultants and Actuaries For Simeka’s Markets at a Glance, showing performance statistics of the various indices to 30 April 2026,...
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...
Six ways IFAs can benefit from South Africa’s new conduct regulation
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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