3+ day, 22+ hour ago   (833+ words) The Financial Sector Conduct Authority is exploring a value-for-money framework for retirement funds as part of a broader shift from compliance-based supervision towards assessing the outcomes members receive. The work reflects growing concern about the effect of costs, fees, and…...

3+ day, 22+ hour ago   (1565+ words) South Africans appear to be better prepared for the immediate costs associated with a funeral than for some of the financial and administrative realities that follow a death, according to research commissioned by Capital Legacy. The inaugural Capital Legacy Estate…...

6+ day, 21+ hour ago   (1661+ words) For many will-holders, the impetus to make a will came from a death in the family. A death in the family was the most frequently reported trigger among the 421 respondents who reported having a will in Sanlam’s 2026 Legacy Survey on…...

1+ week, 3+ day ago   (1391+ words) A telesales agent bypasses your spam call blocker and entices you to switch your short-term insurance cover to another insurer by promising a lower monthly premium. With money tight and a growing mountain of debt to whittle down, you agree....

1+ week, 6+ day ago   (328+ words) Reaction from the financial services industry to National Treasury’s recent paper “A Framework to Centralise Unclaimed Benefits in South Africa” reflects a long-held, prevailing view by the industry: the centralised administration of certain classes of unclaimed assets may be necessary…...

1+ week, 6+ day ago   (1272+ words) South Africa’s retirement advice gap is no longer only about whether fund members can access help. It is increasingly about whether that help comes early enough, is tailored to members’ circumstances, and reaches them when key financial decisions are made....

2+ week, 6+ day ago   (1261+ words) The Financial Services Tribunal has set aside a Pension Funds Adjudicator determination that failed to identify and apply the statutory tests for tax residence and properly evaluate the evidence submitted by a retirement annuity fund member living abroad. The case…...

2+ week, 6+ day ago   (1147+ words) Four years after the Financial Sector Conduct Authority proposed a Central Unclaimed Assets Fund, National Treasury has put forward a revised model for centralising unclaimed financial assets estimated by the FSCA in 2022 at R88.56 billion. The proposed framework retains the FSCA’s…...

3+ week, 3+ day ago   (472+ words) For many South Africans, debt and retirement saving compete for the same income. Household debt stood at 62.2% of disposable income in the first quarter of 2026, according to the South African Reserve Bank. At the other end of the financial equation,…...