Lizl Budhram, Head of Advice at Old Mutual Personal Finance Local financial advisers have another opportunity to demonstrate the value of their advice as they guide customers through National...
Regulation & Compliance
Employer who took advantage of Covid Concession ordered to pay arrear Provident Fund Contributions
Muvhango Lukhaimane, Pension Funds Adjudicator Pretoria – 9 May 2023: Some employers have taken advantage of the Covid concession on provident fund contributions which allowed for a...
Allianz Global Pension Report 2023: the South African pension system is at the bottom of the global rankings
Lorenz Weimann – Senior Consultant (Group Economic Research) – Allianz Allianz has launched the second edition of its Global Pension Report, which analyzes 75 pension systems around the globe...
Trust transparency to combat money laundering- what trustees should know
Robyn Armstrong, Director (Tax) at Werksmans Attorneys Concerns around money laundering and other illicit financial activities have been gaining traction over recent years, with authorities...
Monitoring, evaluation and compliance – the unsung hero of CSI
Thabo Qoako, Monitoring Evaluation and Compliance Specialist at Momentum Metropolitan All eyes were on the President’s recent cabinet reshuffle; the vast majority of which was to see who...
What financial advisers need to know about the CoFI Bill
Hayley Brown, Head of Business Solutions at Glacier Invest “The Conduct of Financial Institutions (CoFI) Bill is being put in place to “reshape the future conduct regulatory framework by...
How Thoughtful Pension Reform Can Help Ensure Economic Stability
Blessing Utete, Managing Executive of Old Mutual Corporate Consultants Lessons France can learn from SA following France’s Violent Pension Fund Reform Protests As the two countries...
Pandemic shock shines a spotlight on the value of long-term insurance cover
Johan Minnie, Sales Director and Zandile Makhoba, Lead Specialist for Research & Insights at Liberty The local economy may have clawed itself back to its pre-pandemic levels in 2022, but...
Expressing yourself freely is a human right – but it cannot infringe on the rights of others
Tasnim Alli, Insights & Innovation Lead at Metropolitan GetUp The human right to freely express ourselves without censorship is essential to South African democracy. If used...
Advisor firm consolidations and acquisitions: learning from the UK experience
Jaco van Tonder, Advisor Services Director, Ninety One There is an increasing focus on consolidation in the financial advice industry in South Africa to manage challenges around succession...
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