B2B Central

Momentum

21 Sep 2020

Women are lagging in retirement savings and are debilitated by stress

By Staff Writer

In a recent study of their client base, Momentum Corporate revealed that almost half (41%) of the employees on the FundsAtWork Umbrella Funds are women. With an almost 50/50 gender split across the client base, a one-size-fits-all approach to advice on employee benefits simply won’t cut it. This is according to Shaeera Essop, Strategic Client...
21 May 2020

A retirement income product opportunity your clients need to consider

By Staff Writer

Many soon-to-be retirees are understandably worried. Their retirement plans may be in disarray as they face a serious decrease in the value of their retirement savings, driven by a sharp decline in investment markets due to the impact of the COVID-19 pandemic on the global economy, the oil price shocks and a downgrade to South...
13 May 2020

Two ways COVID-19 affects financial advisers (and it’s not just income)

By Staff Writer

By: Hannes van den Berg, Chief Executive Officer of Momentum Consult As financial advisers you’re at the coalface of the industry. Even though you project a strong, confident energy when you deal with clients you also have fears and anxiety to deal with. But the good news is, these concerns can be addressed and, if...
07 May 2020

How to show up for your employees during these challenging times

By Staff Writer

No employee is untouched by the impact of measures to contain the COVID-19 pandemic in South Africa. Depending on the nature of the job, some employees are working remotely, others are unable to work at all while those in essential services continue to journey to a workplace. Whatever your employees’ situation, there is a good...
08 Apr 2020

Democratising smart money decisions during lockdown

By Janice Roberts

Social isolation during this 21-day lockdown is bound to impact people's wellbeing and mental health. Combined with South Africa's high rate of unemployment and the rising tide of debt, we might very well be sitting on a ticking time bomb.

08 Apr 2020

Employee benefits for Generation Z

By Janice Roberts

By: Nashalin Portrag, Head of FundsAtWork at Momentum They’ve been called “rebels with a cause”, “digital natives” and “millennials on steroids”. There are over 15 Million of them in South Africa and globally their numbers equal the combined populations of China and the United States.* They are Generation Z (Gen Z). Born between 1995 and...
24 Feb 2020

Financial planning is a must-have

By Janice Roberts

South Africans are indebted as they consistently depend on credit cards to pay for day-to-day expenses. This year’s State of the Nation Address (SONA) speech delivered by President Cyril Ramaphosa made mention of starting a sovereign wealth fund to “preserve and grow the national endowment of the nation”.
22 Feb 2020

Budget 2020 - Navigating a challenging path to a sustainable fiscal position

By Janice Roberts

The challenges facing the South African (SA) economy are well documented, and perhaps larger than any faced in the post-democratic history of the country.
19 Feb 2020

Partnering to improve youth employability in SA

By Janice Roberts

Being a young South African right now isn’t easy: youth unemployment is at its highest ever at 58.2%, and more than 30% of people between 15 and 24 and 46% between 25 and 34 are not in any form of employment, education or training.

21 Nov 2019

Unpacking the Formula to the Science of Success

By Janice Roberts

The Momentum Science of Success Festival revealed that behaviour is the most critical component to financial success, irrespective of income or social standing. While unavoidable macro factors like petrol prices, the international and local policy landscape still influence household financial success, the Momentum/Unisa Household Financial Wellness Index found that a change in behaviour is still...
30 Oct 2019

A financially empowered female makes #NoApologiesForHerSuccess 

By Janice Roberts

Various studies have found that most women leave the financial planning to their partners but according to Janine Horn, Financial Planner at Momentum, “Being financially independent is a worthwhile goal for any woman, whether you are single or married, it is empowering to know that you are in control of your finances and future.” Through comprehensive planning,...
11 Oct 2019

What advisers can expect from DFMs

By Janice Roberts

Florbela Yates, Head: Momentum Investment Consulting talks about Momentum’s 2020 vision for discretionary fund managers in South Africa.  Discretionary Fund Managers (DFMs) have evolved enormously over the past few years. I still recall the old “wrap funds” which unfortunately referred layers of fees and any sub-par funds less obvious. The DFM offerings of today are...