The interview with Martiens Barnard and Franzo Friedrich from Momentum Investments delves into the complexities of retirement planning and the variety of products available. They discuss the popularity of retirement annuities, tax-free savings, and pension funds, emphasizing the need for personalized financial advice. The conversation also explores the shift towards guaranteed income products and the innovative combination of traditional and flexible solutions. The role of technology in aiding advisors and educating clients is highlighted, showcasing how digital tools can simplify complex concepts. Ultimately, the interview offers insights into evolving retirement products and the importance of informed decision-making.
The interdependencies between digital, cloud & security and how all these techs work hand-in-hand with Hemant Harie
The massive impact oil and gas have on investors with Mike Townsend
Technology and the Independent Financial Advisers with Kobus Wentzel
Lombard launch Connect training initiative opening up new opportunities for brokers with Caitlin Japhet
Insane Prospecting Webinars with Jason Bernic
Unpacking Software as a Service & reflecting on the digitisation energy generated by COVID-19 with Andre Symes
Software as a Service allows smaller business to punch above their weight with Andre Symes & Ed Halsey
The thinking behind Lombard's new Intermediary Management Solutions platform.
PPS Investments discuss their new product Family Benefits opportunities with Hayley Brown
Training in the legal space with comic books? Yes, Norton Rose Fulbright just made it possible
1Life's innovative new tech development that provides benefits while you sleep with Laurence Hillman
Effective Customer engagement is essential with Antonia Oakes
Technology and the ways disruption is speeding up with Tavio Roxo
FMI: Life Insurance podcast series Episode 5 - Life insurance advice from FMI
Steps financial advisers should take with clients based on current challenges with Hannes van den Berg
What it takes to be a professional wealth manager with Andrew Ratcliffe
FMI: Life Insurance podcast series Episode 4 - Insurance fraud and non-disclosure
Where does Income Protection fit into a client's portfolio & when it should take priority with Schalk Malan
FMI: Life Insurance podcast series Episode 3 - Insurance through your various life stages
What are the main short-term insurance challenges that consumers face during lockdown with Ayanda Mazwi
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