Financial Planning

07 Jan 2015

RDR to herald major changes in financial services industry

By Janice Roberts

The Retail Distribution Review (RDR) proposals released on 7 November 2014, while needing scrutiny by the financial services industry, will affect intermediaries, product providers and consumers. The RDR, which is open for comment until 2 March 2015 and is expected to be implemented in mid-2016, introduces “a variety of overdue proposals designed to better protect...

07 Jan 2015

Reassess your risk appetite for 2015

By Janice Roberts

Investors need to reassess their risk appetite for 2015, warns a leading global analyst at one of the world’s largest financial advisory organisations. The warnings from Tom Elliott, International Investment Strategist at deVere Group, which has 80,000 clients and $10bn under advice, are in response to expectations of rising market volatility over the next 12...

07 Jan 2015

Insure those expensive gifts and gadgets

By Janice Roberts

South Africans need to ensure that all newly obtained expensive items are added to their insurance policies as soon as possible, in order to avoid the financial consequences should the items be lost, stolen or damaged. This is according to Christelle Fourie, Managing Director of MUA Insurance Acceptances. She says that as soon as new...