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Moonstone Monitor | 13 February 2025

IN THIS WEEK'S ISSUE

Top stories

•	Majority judgment ‘does not alter’ RAF’s liability for medical scheme members’ claims
•	Alexforbes reports R7 billion in two-pot system withdrawals
•	NCR issues guidelines for credit providers on debt counselling process and deductions

In the news

•	Common pitfalls in succession planning for small FSPs
•	Budget 2025: can debt stability lay the foundation for growth?
•	How to maximise your tax benefits in a two-pot era

Perspective

•	Avoid getting in a knot if you haven’t tied the knot

Learn with MBSE

•	CPD – We are an authorised CPD provider
•	Class of Business training
•	Short courses – Popia, NCA, Fica, Entrepreneurship
•	Accredited qualifications – NQF 4 to NQF 8

Careers Platform

•	Advertising packages
•	Industry positions
•	Moonstone positions

In Lighter Wyn

•	Misreading

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ADVERTORIAL

Have your fund members been advised on Two-pots options?

Are your members using Two-pot responsibly? A GTC perspective on the matter.

Are your members knowledgeable about the impact of their Two-pot decision?

Are you on top of your clients’ claims and payouts. What members are saying about

GTC’s Two-pot engagement process.

Have you used Two-pot to improve your relationship with your retirement fund clients?

Contact CEO, Gary Mockler at gmockler@gtc.co.za.

The High Court in Cape Town rejects the Road Accident Fund’s contention that the Mlambo judgment has altered the legal landscape.

Alexforbes reports R7 billion in two-pot system withdrawals

It says 47% of members intend to make future claims – with 34% of those who have already claimed planning to do so again.

NCR issues guidelines for credit providers on debt counselling process and deductions

The changes, which include stricter compliance rules and clearer protocols for stopping debit orders, are designed to streamline the process and protect consumers.

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IN THE NEWS

Common pitfalls in succession planning for small FSPs

The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.

Budget 2025: can debt stability lay the foundation for growth?

With South Africa’s debt-to-GDP ratio at 75.1%, Finance Minister Enoch Godongwana faces a tough balancing act – can his Budget Speech reassure investors and spark economic growth?

How to maximise your tax benefits in a two-pot era

Carla Rossouw, head of tax at Allan Gray, discusses what investors need to know about retirement fund products and the looming end-of-tax year deadline on 28 February.

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PERSPECTIVE

Avoid getting in a knot if you haven’t tied the knot

Just because you haven’t said “I do” doesn’t mean you can skip the financial planning.

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CAREERS PLATFORM - INDUSTRY POSITIONS

•	Financial Advisor: Financial Advisor,Durban,KZN. We are looking for a Financial Advisor. At Rise Up Capital, we are more than just an investment firm, we are your trusted partner in navigating the financial landscape.

•	Short-Term Telesales Broker: Short-Term Telesales Broker: Wilson Insurance Consulting, Sea Point, Cape Town. We are seeking an experienced short-term telesales broker who can work independently without supervision.

•	Commercial Insurance Sales Rep: Minu Management Services,Gauteng. A Financial Services Provider specializing in Commercial Asset Financing, Heavy Commercial Vehicle Insurance (HCV) or Fleet insurance, Goods In Transit insurance (GIT) , Engineering insurance, and General Commercial insurance.

•	Short Term Insurance Broker Administrator: Intellisure Insurance Brokers CC,Newlands, Cape Town,WC. A bright, highly capable, organized, hardworking and adept full time Broker Support Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.

CAREERS PLATFORM - MOONSTONE POSITIONS

•	For career opportunities currently available at Moonstone please click the button below.

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IN LIGHTER WYN

Misreading

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