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POPIA Health Information Regulations cross the finish line
Nadine Mather, Partner; & Chloё Loubser, Knowledge & Learning Lawyer; at Bowmans The Information Regulator (Regulator) has published the final Regulations relating to the...
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Complex scenarios for retirement fund trustees when a member passes away
Advocate Sankie Morata CFP, CEO of Sanlam Trust When a member of a retirement fund or group life benefit scheme passes away, and they had dependents who are still minors (under the age...
Global equities the top choice for returns as investors embrace diversified approaches
Philip Robotham, Head of Intermediary at Schroders, South Africa The Schroders Global Investor Insights Survey 2025 reveals that investors see public equities as offering the best...
Fund death benefits – the weight of a beneficiary nomination
Lize de la Harpe, Senior Legal Advisor: Sanlam Corporate Introduction Section 37C of the Pension Funds Act, 1956 regulates the payment of lump sum death benefits that become...
Trapped in debt review? Here’s how South Africans can safely break free
Rynhardt de Lange, Director & Head of Legal at Milaw Legal With household debt now topping a staggering R2.56 trillion and more than 717,000 South Africans stuck under debt review,...
Five long term trends shaping the investment landscape
Rory Kutisker-Jacobson, Portfolio Manager at Allan Gray From the Government of National Unity’s failure to agree on its maiden Budget, to Trump’s market-moving “Liberation Day” tariffs...
Rising credit debt: NFO calls for greater consumer vigilance
Kwanda Vabaza, Manager - Adjudication at the NFO’s Banking and Credit Division With the dramatic shifting of credit from a tool for upward mobility to a survival mechanism for basic...
This savings month, pay yourself first
Shiree Coetzer, Financial Adviser at Alexforbes When managing your money, it’s easy to confuse saving with investing. While the two are closely related, they play different roles in...
Deciphering dollar declines
Izak Odendaal, Investment Strategist at Old Mutual Wealth Apart from a brief slump in April, global equity markets have mostly taken the policy chaos coming out of the US in their...
A pause to re-evaluate
Marie Antelme, Economist at Coronation Fund Managers In a presentation at the start of the year, I outlined Five Themes for Twenty-Five – a framework for interpreting the macroeconomic...
Only 8% of SA women confident about retirement
Oletilwe Ramashala, Head of Business Development and Strategic Partnerships at Sanlam Corporate As South Africa celebrates Women’s Month in August, new research from Sanlam Corporate...
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