Featured Read.
United States and Israeli strikes escalate Iran tensions into a regional crisis
Sanisha Packirisamy, Chief Economist, and Tshiamo Masike, Economist at Momentum Investments On 28 February, the United States (US) and Israel launched coordinated large-scale strikes...
Latest Articles.
Should AI be doing your financial planning?
Content curated by AI The prompt for Grok: write 600 words on the pros and cons of using AI versus an accredited financial advisor for your financial planning. Artificial...
Navigating your finances: key takeaways from the 2025 Budget Speech
Thabiso Ndebele, Associate Partner at the Ntiyiso Consulting Group The recent 2025 Budget Speech 3.0 brought with it some crucial announcements that will directly impact your household...
Under pressure: Navigating financial regulatory heat in South Africa in 2025
Anél De Meyer & Lerato Lamola, Partners at Webber Wentzel "Pressure pushing down on me, pressing down on you..." the iconic line from Bowie and Queen’s anthem feels prophetic for...
Preserving the status quo in pension fund disputes: Insights from Cadac Pension Fund and others v Nash and others
Mzwakhe Poswa, Senior Associate, and Jean-Paul Rudd, Partner at Adams & Adams Introduction The recent High Court judgement in Cadac Pension Fund and Others v Nash and Others...
FSCA intends keeping a keen eye on fees charged on two-pot savings withdrawal claims
Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate Introduction In terms of the Two-Pot System that came into effect on 1 September 2024, all retirement fund members are...
Ethical behaviour for retirement fund trustees in South Africa
Greg Preston, Manager Training and Development, and Bruce Kokkinn, General Manager, at FQ Financial Skills In South Africa, trustees of retirement funds are subject to various ethical...
Medical report is no guarantee for disability insurance payout
Denise Gabriels, Lead Ombud of the Life Insurance Division at the NFO A medical report does not automatically qualify an employee for disability insurance. While medical reports are...
Selecting the right products for your journey to financial freedom
Linda Kleynscheldt, Head of Actuarial and Product at PSG Wealth To some, financial freedom seems like an elusive target only reachable by others. With inflation constantly snapping...
RisCura market commentary: April 2025
Teneille Troskie, Investment Research Analyst at RisCura Global Market Themes: President Trump’s surprise tariff announcement triggered global market volatility, with the VIX spiking...
Navigating retail credit trends in 2025
Regan Adams, CEO of RCS As we headed into 2025, the stage seemed set for South Africa’s interest rates to drop, with inflation within the South African Reserve Bank’s (SARB) target...













