Nic Smit – Head of Product and Pricing at FMI (a Division of Bidvest Life Ltd) A guide to how we assess risk for income protection - A significant predictor of how long someone will live is …
COVID-19: Is the president overreacting? What do the numbers say?
By: Rowan Burger - Momentum Investments strategist Trying to project the spread of the virus on the South African population is very difficult. In this article, we illustrate the potential …
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Business planning: Mitigation in an era of unprecedented uncertainty
By: Marlon Goss CFP®, Head of Specialist Support Services and Tamsyn Gradwell CFP®, Technical Specialist: Planning Strategist at PPS RISK PLANNING AND RISK MITIGATION HAS ALWAYS BEEN A CRUCIAL PART …
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Why tax is an important part of your clients’ financial planning
By: Pierre Jean Marais, Retail Marketing, Momentum Investments Most financial decisions your clients make have a tax impact. Just as fuel efficiency is one of the important aspects to …
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Lifeline regarding pension fund contributions
By: Vickie Lange, Head of Best Practice – Alexander Forbes In light of the global COVID-19 pandemic, the Financial Sector Conduct Authority (FSCA) has thrown a lifeline to financially distressed …
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12J industry has R6 billion to help SMMEs during Covid-19
largest industry player asks government to fast-track legislation In a letter to government, South Africa’s largest Section 12J (S12J) manager, Westbrooke Alternative Asset Management, has …
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