Living annuities: research on drawdown strategies
Living annuities: research on drawdown strategies

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Moonstone Monitor | 6 June 2024
IN THIS WEEK'S ISSUE
Top stories
• Two more charged in connection with BHI Trust Ponzi scheme
• Research points to the need for regular reviews to ensure a living annuity will last
• Loadshedding: ‘It is going to be a tight winter’
In the news
• Boost your career prospects with MBSE’s accredited qualifications
• Wife organised hit on her husband to get insurance policy payouts
• Solar panel surge holds opportunities and risks for insurers
• Here are the filing deadlines for the 2024 tax season
• Eastern Cape floods: Santam receives more than 250 claims
• Final report on racial profiling allegations ‘to be released soon’
• Ninety One’s AUM dips again, but net outflows lower than in 2023
• Momentum Metropolitan reports jump in single-premium business
• Discovery Insure faces social media uproar after personal data breach
• Dis-Chem agrees to buy 50% stake in insurer OneSpark
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Book a presentation with our CEO Gary Mockler to see how GTC can assist 13B administrators and benefit consultants with the relevant business processes associated with Two-pot.

Visit our website at www.gtc.co.za.
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TOP STORIES
Two more charged in connection with BHI Trust Ponzi scheme
The Hawks have indicated that further arrests are likely in the wake of the apprehension of Rubicon director Sona Pillay and Global & Local founder Michael Haldane.
Top story read button
Research points to the need for regular reviews to ensure a living annuity will last
Simply setting an initial low percentage drawdown and hoping for the best is unlikely to result in a stable income in real terms, ASSA finds.
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Loadshedding: ‘It is going to be a tight winter’
Old Mutual Insure unpacks the impact of loadshedding on the insurance industry and the outlook for a stable electricity supply.
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IN THE NEWS
Boost your career prospects with MBSE’s accredited qualifications
Apply by 1 July to access Moonstone Business School of Excellence’s top-tier courses in financial planning and compliance.
Itn read button
Wife organised hit on her husband to get insurance policy payouts
The three teenagers hired by Kedibone Nyathi testified for the State after their conviction and sentencing.
Top story read button
Solar panel surge holds opportunities and risks for insurers
Old Mutual’s Clive Hogarth says insurers need to ask critical questions about the quality of installations.
In the news 3 read button
Here are the filing deadlines for the 2024 tax season
Auto-assessment notices will be sent out from 1 July, SARS says.
In the news 4 read button
Eastern Cape floods: Santam receives more than 250 claims
The number of claims is expected to rise, and storm-hit policyholders in KwaZulu-Natal will also be filing claims.
In the news 5 read button
Final report on racial profiling allegations ‘to be released soon’
Nearly four years since the investigation into allegations of racial profiling began, the Council for Medical Schemes has indicated that the final report is almost complete.
In the news 6 story read button
Ninety One’s AUM dips again, but net outflows lower than in 2023
The higher-for-longer interest rate environment has kept investors away from risk assets, particularly in emerging markets.
In the news 7 read button
Momentum Metropolitan reports jump in single-premium business
The reduction in the number of tied agents knocked recurring-premium sales, the group says in a trading update.
In the news 8 read button
Discovery Insure faces social media uproar after personal data breach
Criminals are impersonating policyholders and requesting copies of their policy schedules and claims histories.
In the news 9 read button
Dis-Chem agrees to buy 50% stake in insurer OneSpark
The acquisition is in line with the group’s strategy to develop a portfolio of health-centric financial services products.
In the news 10 read button
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Career opportunities
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CAREERS PLATFORM - INDUSTRY POSITIONS
 
• Senior Claims Position: Cooke Fuller Insurance Brokers (Pty) Ltd, Kloof, KZN. The ideal candidate should be an experienced, assertive individual with strong administration abilities and good interpersonal skills. We require at least 10 years’ experience in Commercial and Personal claims as well as a FAIS qualification in both lines.
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• Experienced Financial Advisor – Wealth Management: Morebo Wealth (Pty) Ltd, Braamfontein. Becoming a Wealth Planner at Morebo will give you the opportunity to partner with your clients through their life journey, uncovering their financial objectives, and creating plans to fulfil them.
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• Head of Commercial: MUA Insurance Acceptances (Pty) Ltd, Johannesburg. Are you ready to lead and innovate in the dynamic world of non-life insurance? MUA Insurance Acceptances is seeking a driven and strategic Head of Commercial to spearhead sales growth, product development, and operational excellence.
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• Outbound Sales Rep Call Centre – Discovery Group Consultancy | U Covered: U-Covered Insurance Solutions, Auckland Park, Johannesburg. This position requires at least 2 year sales experience, as well as a RE5 qualification as per the FAIS Act. COB and CPD certificates will be beneficial.
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• For career opportunities currently available at Moonstone please click the button below.
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IN LIGHTER WYN
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