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Please bear in mind that our figures, though based on the actual quotations that you also use, are for information purposes only, and can never replace the official quotation from the product house. In terms of the guarantees, you are requested to clarify the exact extent of such guarantees with the product house prior to advising clients.

Financial planner Lara Warburton says clients believe trustee-endorsed annuities don’t offer enough flexibility or returns to sustain them through long retirement periods.

In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.

The planner acted in the client’s best interest, highlighting the importance of clear communication and thorough record-keeping in financial advice.

With SARS tightening crypto enforcement, taxpayers should review their past filings, ensure accurate reporting of crypto profits, and consider the Voluntary Disclosure Programme to avoid severe penalties and interest.

Key proposed amendments include imposing fines for non-compliance, enhancing the Information Regulator’s authority to issue directives, and introducing search-and-seizure powers.

Stephanus Grobler, who is facing multiple charges including racketeering and fraud, is due to appear in court in February next year.

Financial stress frequently appears in the workplace as anxiety, which can develop into depression, increased absenteeism, and substance abuse.

Associate Professor Tasleem Ras’s analysis of a patient’s case highlights critical pitfalls in cancer care.

FSCA warns about Miway Express Credit Solutions, as well as entities and individuals who are impersonating legitimate FSPs.

The group reported a 15.9% increase in assets under management to R435bn.

Medical inflation outpaces CPI because of unique pressures such as the rising costs of technology, chronic diseases, and private healthcare pricing.

Watch Moonstone Update for an overview of some of the stories covered in the past week's Moonstone newsletters.

In this week's episode:

• ConCourt clarifies when medical schemes can cancel membership for non-disclosure
• MBSE’s first cohort of students praise detailed RE 5 training
• R3m fine and 10-year debarment for VBS-linked adviser
• The rise of ‘non-attack’ data claims in a changing cyber landscape
• Alarm bells ring as Sanlam reports high withdrawal claims among vulnerable members
• FSCA’s first enforcement action for unauthorised trading signals
• Former TETA CEO sentenced to 7 years for role in Fidentia scandal