B2B Central

Financial Planning

15 Jun 2016

Consumers urged to understand factors that influence insurance policy costs

By Janice Roberts

While it is in the insured’s best interest to understand their policies and be fully aware of the factors that may impact their premiums, many people only pay attention to their policies when the need for a claim arises or if the cost of a premium is suddenly increased.
15 Jun 2016

More younger South Africans planning future finances

By Janice Roberts

People are starting to plan their future finances at a younger age, according to one of the world’s largest independent financial advisory organisations.
14 Jun 2016

El Niño – beware the lag effect of this ‘weather bandit’

By Janice Roberts

While the weather phenomenon appears to have passed, El Niño will continue to impact food security, food prices and humanitarian needs well into 2017, says a new Bright Africa special report from African investment specialists RisCura.
09 Jun 2016

Retired? The five most important decisions to ensure your income lasts

By Janice Roberts

Only a small number of South Africans begin retirement with sufficient capital that will comfortably last the rest of their lives. Planning is essential to ensure that your money lasts as long as you do.
08 Jun 2016

Understanding repudiated claims

By Janice Roberts

Imagine a scenario where you invest in critical illness insurance to give yourself security if the worst happened. You submit your claim but it is rejected because it does not cover what you thought it did. This is a reality for many because they did not quite understand what their policy covered.
07 Jun 2016

Retirement planning should begin with the end in mind

By Janice Roberts

Retirement Planning is one of the most covered areas in financial services. At least once a year, normally in February at the end of the tax year, we are reminded how important it is to maximise our retirement contributions. Yet every retirement planning survey seems to confirm the widely held belief that most South Africans...
07 Jun 2016

Innovative customer service solution for SA medical scheme members

By Janice Roberts

Discovery Health, South Africa’s largest medical scheme administrator, today announced a partnership with Pypestream, a leading global messaging platform that was specifically developed for customer communication.
06 Jun 2016

FPI announces top 3 for Financial Planner of the Year Award

By Janice Roberts

The Financial Planning Institute (FPI) of Southern Africa, has recently announced the names of the top three CERTIFIED FINANCIAL PLANNER® professionals who progressed to the third and final round of the 2016 FPI Financial Planner of the Year competition.
03 Jun 2016

FedGroup launches bespoke settlement trust offering

By Janice Roberts

FedGroup today announced the launch of an innovative solution that will fundamentally ease the burden of claimants awaiting payments from a road accident or medical malpractice settlement claims.
03 Jun 2016

Congratulations to last night’s FIA Awards winners!

By Janice Roberts

The 2016 FIA Awards gala dinner took place last night (Thursday, 2 June 2016) at the Sandton Convention Centre, Johannesburg. More than 1000 individuals from the financial services sector gathered to congratulate the insurance, underwriting and investment brands that provide the best support to the country’s financial advisers and insurance brokers.
02 Jun 2016

Risk and the role it plays in determining premiums

By Janice Roberts

The cost of living is increasing almost daily and most people have probably considered cutting their insurance premiums to save money. The question is, however: Does a cheaper premium offer value for money?  Bertus Visser, Chief Executive: Distribution, PSG Insure explains.
02 Jun 2016

Offshore assets gain momentum as political uncertainty continues

By Janice Roberts

Geographical diversification of assets has become increasingly important to South Africans given the country’s lack of economic growth, the rand’s slump and heightened political uncertainty.