email : Webview : Growing demand for qualified financial planners

Click here to view this message in a browser.

Moonstone Monitor | 30 January 2025

IN THIS WEEK'S ISSUE

Top stories

•	FPI hits 5 000 CFP® professionals, CEO calls for broader client base
•	BHI Trust: R12.4 million recovered, R1.5 billion still at stake
•	How the new employment equity rules impact your business

In the news

•	Treasury asks First National Bank to assist Ithala’s SASSA customers
•	Court hears case on low-cost benefit options for medical schemes
•	Victims of ‘investment’ scam to receive share of recovered funds
•	BHF to appeal decision to deny tariff negotiation exemption for medical schemes
•	SMEs ‘woefully unprepared’ to meet growing threat of cyberattacks
•	Private hospitals push back on NHI legislation
•	A widow’s right to sell: surprising legal twist on a longstanding inheritance practice

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

•	Dog’s life

Distributed to
42 479
subscribers

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 increase in certified professionals reflects both a growing recognition of the value of financial planners and a shift towards more inclusive, client-focused financial advice.

BHI Trust: R12.4 million recovered, R1.5 billion still at stake

The joint trustees have managed to recoup R12.4m, but R1.5bn remains in claims. The efforts to recover funds through settlements, asset recovery, and legal action continue.

How the new employment equity rules impact your business

Moonstone Compliance’s webinar will provide practical guidance on aligning your employment equity plan with the amendments to the Act.

Top of Page

IN THE NEWS

Treasury asks First National Bank to assist Ithala’s SASSA customers

Treasury and SASSA respond to an allegation that Ithala’s client database was ‘unlawfully’ transferred to FNB.

Court hears case on low-cost benefit options for medical schemes

The case raises questions about whether LCBOs will expand access to affordable private healthcare or threaten the rollout of NHI.

Victims of ‘investment’ scam to receive share of recovered funds

Victims of the Ant Ranch scheme will receive a share of the R475 000 held in terms of a preservation order. However, the money may not go far in reimbursing their losses.

BHF to appeal decision to deny tariff negotiation exemption for medical schemes

It says the Competition Commission’s ruling hampers access to affordable private healthcare and contradicts recommendations from the Health Market Inquiry.

SMEs ‘woefully unprepared’ to meet growing threat of cyberattacks

Cyber insurance and practical measures can shield a business from devastating data breaches and ransomware attacks.

Private hospitals push back on NHI legislation

The Hospital Association of South Africa joins other organisations in challenging the NHI Act in court but keeps the door open for dialogue with the government.

A widow’s right to sell: surprising legal twist on a longstanding inheritance practice

The High Court addresses a complex dispute, where a testamentary usufruct raised questions about the sale and reinvestment of inherited property.

Top of Page

CAREERS PLATFORM - INDUSTRY POSITIONS

•	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.

•	Short-Term Insurance Claims Negotiator: Intasure (PTY) Southern Suburbs, Cape Town, WC. A well-established Insurance Brokerage in the Cape Town Southern Suburbs is looking to recruit an office based Claims Negotiator.

•

Managing Director: iMas Insurance Brokers: iMasFinance Co-Operative Limited, Centurion,GP. The successful candidate will be an innovative, dynamic and energetic self-starter with seasoned experience on executive level in the insurance brokerage business and management of Insurance product providers.

CAREERS PLATFORM - MOONSTONE POSITIONS

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

Top of Page

IN LIGHTER WYN

Dog’s life

Top of Page

Contact

Manage your preferences | Opt out using TrueRemove®
Got this as a forward? Sign up to receive our future emails.
View this email online.

This email was sent to
Continue receiving our emails, add us to your address book.