As we celebrate Savings Month in South Africa this July 2025, I am thrilled to announce the launch of EBnet's innovative Kids Menu – a dedicated online resource designed to foster a culture of saving among families. This new initiative, accessible at...
Q3 2025
Legal and regulatory updates for retirement tunds
We have recently seen a series of impactful legal and regulatory developments that reflect a continued shift toward greater accountability, legal clarity, and modernised regulatory oversight. This update outlines several of the most significant changes...
The evolutionary: shaping the future of financial planning
We are living through great transformation in the financial planning profession. Technology, once a back-office tool, has now moved to the forefront, reshaping how financial planners communicate, analyse, and serve their clients. From AI advice engines to...
Building on a legacy: the planned IRFA evolution
The Institute of Retirement Funds Africa (IRFA) has accomplished a great deal over its years of service to the retirement sector, through extensive strategy and operational development fully aligned with the South African (and to some extent the continental)...
Final ruling where funeral claim was wrongly declined
Background The case concerned a funeral policy with Liberty Life (“the insurer”). The complainant was the beneficiary and premium payer. Ms R was both the policyholder and the life assured. Ms R (“the deceased”) died some 12 months after the policy was...
BrightRock and Henley Business School Debut Advanced Change Science Institute
In a powerful and timely collaboration, BrightRock, the needs-matched life insurer, with academic partner Henley Business School Africa, officially launched the Change Science Institute on 18 June 2025 at Henley's Johannesburg campus, ushering in a...
African Infrastructure Investments Managers successfully exits renewable energy investments worth over R750 million
As South Africa grapples with ongoing electricity shortages and a heavy reliance on aging coal-fired power plants, renewable energy remains critical to ensuring long-term energy security and economic stability. With a strong secondary market emerging for...
Old Mutual Multi-Managers now going to market as Symmetry
Economic policymaking is now as unpredictable as the markets themselves. In this environment, investment professionals play a heightened role in striking a balance between portfolio diversification and returns. Investing successfully in today's turbulent...
Standard Bank Group extends R400 million facility to fintech, Paymenow to accelerate Earned Wage Access across South Africa
Standard Bank Group (Standard Bank) has extended a R400 million Working Capital Facility structured in a Sustainable Finance format to leading South African earned wage access (EWA) provider Paymenow. This marks a significant commitment to financial...
Ensimini Financial Services’ Strategic Partnership with Prolan Investment Holdings
Ensimini Financial Services (Pty) Ltd (“Ensimini”) is delighted to announce a significant milestone in its ongoing journey to deliver exceptional employee benefit solutions, investment consulting, and administration services. Prolan Investment Holdings (Pty)...
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