Consumers more anxious about finances than about the pandemic
Consumers more anxious about finances than about the pandemic

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Moonstone Monitor | 15 April 2021
IN THIS WEEK'S ISSUE
From the Crow's Nest
Your Practice Made Perfect
Vishing overtakes phishing as it targets most vulnerable consumers
Unemployed with debt? It's not the end of the world for your client
It is time to address the serious problem of uninsured drivers
Technologically Speaking
Regulatory Examinations
Schedules for 2021
Careers Platform
Our platform contains a comprehensive list of opportunities for those considering a career in the financial services industry
Featured positions
In Lighter Wyn
Skyscraper MM for CPD
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Advertise Here
"A satisfied customer is the best business strategy of all."
- MICHAEL LEBOEUF
ADVERTORIAL
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How a fund member retires has changed forever...

Legislated in-fund preservation, default annuities and portfolios has broken the compulsion for a fund member to ever leave their fund. Talking to these members, whilst giving sensible counselling - and then professional advice at competitive pricing - requires a financial technology platform of substance.

Benefit consultants, administrators and financial advisors associated with retirement funds will benefit from Altertude, GTC's integrated end-to-end programme providing retirement fund members with all interventions needed in a holistic financial plan.

Contact our CEO Gary Mockler, gmockler@gtc.co.za as to how GTC can assist in growing your business.

Visit our website at www.gtc.co.za.
FROM THE CROW'S NEST
Consumer sentiment survey paints a picture of vulnerability
The financial services industry is experiencing dramatic transformation, challenging both regulators and financial services firms to keep pace. KPMG identified the vulnerability of the customer/consumer as one of the ten key regulatory challenges for 2021, a trend that is echoed in various other reports and research.
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ADVERTORIAL
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PSG’s Think Big webinar series continues
Covid-19 dominates news headlines, but where are we in our pursuit of so-called “herd immunity”, sufficient vaccines, and how will our current experience influence the way we approach future pandemics? Expert on these matters, Prof Shabir Madhi shares his views on 20 April. Register here.

Wondering what might come next for the Western Cape? Premier Alan Winde joins the series next month to discuss some of the successes, failures, and work in progress for the province and how it is positioning itself in response to the pandemic. Keep an eye out for our upcoming events.
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YOUR PRACTICE MADE PERFECT
Vishing overtakes phishing as it targets most vulnerable consumers
The Ombudsman for Banking Services reports that it is continuing to receive complaints on a daily basis from consumers who were deceived into providing their confidential banking information to fraudsters. With the exponential rise in online transactions, vishing scams have become one of the preferred methods for fraudsters to steal bank customer’s money.
Read full article
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Fit and Proper Manager
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YOUR PRACTICE MADE PERFECT
Unemployed with debt? It's not the end of the world for your client
The lockdown has brought on many frustrations as a result of job losses as well as salary reductions. However, there are ways, such as credit life, to ease the woes that come with being unemployed while having debt.
Read full article
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YOUR PRACTICE MADE PERFECT
It is time to address the serious problem of uninsured drivers
Insured drivers are covered against a lot of risks except against potential problems caused by uninsured drivers. Christelle Colman, spokesperson for Old Mutual Insure, calls for legislation on compulsory third-party vehicle insurance to be re-introduced in South Africa.
Read full article
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TECHNOLOGICALLY SPEAKING
Where is digitisation taken us? - Please help us to help you
It’s been a year since the country went into lockdown and we had to adapt our businesses to new processes, technologies and ways of working. From a business perspective, client engagement and retention have been key to continuity. Technology, and more specifically digital technology, played a major role enabling the nexus between FSP, advisor and client.

In response to the anecdotal evidence that’s freely available and to get a better understanding of where digitisation is taking us, we’ve prepared a short survey on the sector’s current use of digital technologies, the results of which will be published mid-May this year.

In addition to confirming the use of specific solutions and services, questions around FSP responses to client interaction and whether such responses have contributed to the advisor / client relationship are also included.

The survey has multiple-choice questions and should take you no more than 5 minutes to complete – click here to access

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Career packages
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CAREERS PLATFORM
Featured Positions
Compliance Manager: Long Life Insurance, Durban. As a newly licensed Microinsurer in the funeral insurance sector, Long Life Insurance is looking for the right candidate to become Compliance Manager. This innovative company aims to become the insurer of choice among FSPs in the funeral sector by supporting and assisting FSPs distributing its products by improving their own businesses as well as their levels of compliance through technology and integration between insurer and FSP software.
Read more
Invigilator Administrator: Pinelands, Cape Town. Moonstone has a permanent part time position (Monday and Friday) for an Invigilator Administrator at our Examination Centre in Pinelands, Cape Town. The main purpose of this position is to host the different types of Exams/Assessments/Workshops (paper and online format) offered by Moonstone within a secured environment according to the Rules and Regulations as stipulated by the FSCA and CHE/QCTO/INSETA (Quality Assurance Bodies).
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Relationship Manager: Finpas CC, Durban North. This position requires an experienced relationship manager to provide support to a Financial Adviser and foster the client relationship. The primary function of this position will be retention of existing customers. However, business development or organic growth will be part of the role. A good understanding of financial planning and a sound technical knowledge of current legislative, industry and corporate standards will be required.
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Claims Position: Cooke Fuller Group, Kloof, Kwazulu Natal. The ideal candidate for this position should be an experienced, assertive individual with strong administration and good interpersonal skills. Requirements include a minimum of 5 years' experience in Commercial and Personal claims; Must be FAIS qualified in both commercial and personal lines with the necessary Regulatory Exams already completed..
Read more
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IN LIGHTER WYN
Fake news can be very convincing
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