EBnet's Industry Insights

Much is being said around the world right now about making sure that financial customers receive value for the fees they pay. In this episode of Industry Insights on EBnet. Stream, Jason Becker, Head of Institutional Asset Consulting at Adviceworx, shares his thoughts around the applicability of current global models to the South African reality.

Is meaningful and impactful communication or education a realistic and achievable objective? Or are retirement and financial planning professionals, trustees and manco’s, and benefit counsellors everywhere wasting their time fighting a losing battle against apathy? Watch this episode of EBnet. Stream’s Industry Insights with John Manyike, Head of Consumer Financial Education at Old Mutual where we...

#members #engagement #fiduciaryduty#benefitsIn this episode of Industry Insights, EBnet. Stream chats to Lettesha Pillay of NMG Benefits, who shares her passion for member engagement - after all, what is the value of a benefit, if the member doesn’t know if exists or why it exists!

#fees #legacy #fiduciaryduty In this episode of Industry Insights, EBnet. Stream chats to Subedra Reddy of NBC, who has been shaking a few cages and asking questions about fees in the industry - method and volume. This is a discussion for every trustee to listen to.#fees #legacy #fiduciaryduty

In this episode of Industry Insights, EBnet. Stream chats to René Moonsamy, Chairperson of the National Debt Counsellors Association about debt and how the debt review process works. As the cost of living keeps increasing, the reality is that more and more South Africans are struggling financially. You don’t need to feel alone. For more, subscribe to EBnet’s newsletter 👉 https://www.ebnet.co.za/s...

#FinancialHealth #FinancialCoaching #AdvisorConfidenceNazlie Seegers, Chief Experience Officer at Salt Employee Benefits, joins us in our Cape town studio, to discuss member engagement and the lessons learnt (and successes) at Salt over the past 70 years in this regard. Subscribe to EBnet’s newsletter 👉 https://www.ebnet.co.za/subscribe/#FinancialHealth #FinancialCoaching #AdvisorConfidence

#ESG #Sustainability #Responsible#Responsible Investing #Fiduciary Duty #ESG #SustainabilityIn this exclusive interview, EBnet and Pensions World SA speak with Keletsi Lehlokoe, Client Fund Manager at Stanlib Asset Management, sponsors of the press coverage of the Responsible Investment in South Africa: Realities, Gaps and the Road Ahead report. Commissioned by the Principles for Responsible Inves...

Rob MacDonald, author of The 7 Pillars of Financial Health, shares his experience and behaviour tips for financial advisors, EB consultants and investment professionals to really connect with clients in the AI era. Subscribe to EBnet’s newsletter 👉 https://www.ebnet.co.za/subscribe/ #FinancialHealth #FinancialCoaching #AdvisorConfidence

#ESG #Sustainability #Responsible#Responsible Investing #Fiduciary Duty #ESG #SustainabilityIn this exclusive interview, EBnet and Pensions World SA speak with Ashley Daswa, Senior Investment Specialist at Sanlam Corporate, sponsors of the press coverage of the Responsible Investment in South Africa: Realities, Gaps and the Road Ahead report. Commissioned by the Principles for Responsible Investme...

#Responsible Investing #Fiduciary Duty #ESG #SustainabilityIn this exclusive interview, EBnet and Pensions World SA speak with Cuma Dube, Head of ESG Advisory at Krutham and project manager of the newly released Responsible Investment in South Africa: Realities, Gaps and the Road Ahead report. Commissioned by the Principles for Responsible Investment (PRI) and produced independently by Krutham, th...

Did you know - women have a 22% lower chance of using GenAI than their male counterparts. In this episode of Industry Insights, Nathalie Burrows chats to Safee-Naaz Siddiqi and Nadeem Mahomed from Cliffe Dekker Hofmeyr on the resulting self-reinforcing loop where under representation of women among GenAI users bakes bias into the tools. And how this impacts your EE plan. For more, subscribe to EBn...

In this must-watch episode of Industry Insights on EBnet. Stream, we explore with Joelene Moodley, the Independent Principal Officer of the Sanlam Umbrella Fund, why trust and ethical leadership matter now more than ever. And the tough calls that sometimes need to be made between members’ interest and pressure from the fund sponsor. For more, subscribe to our newsletter at https://www.ebnet.co.za/...

In this EBnet. Stream episode of Industry Insights, Kasief Isaacs, the CEO of Creation Capital, explains private credit as a solution for the underbanked SME and mid-corporate market sector. This “missing middle” is an area that remains critical to economic growth, job creation and business development and yet remains underserved: bank lending in SA heavily favours corporates at 51%, against SMEs...

EBnet catches up with Anna Siwiak, Head of Product at Sanlam Umbrella Solutions, to unpack retirement fund insights from this year’s Sanlam Benchmark Survey and pick up trends revealed by looking over the past 2 decades.

EBnet. Stream chats to Rodney Kekana, the Chair of the Private Security Sector Provident Fund (PSSPF) about their deliberate strategy to deal with employers who are in arrears with their retirement fund contributions. Rodney shares the practical lessons learnt and how to go about partnering to resolve what is becoming an increasing problem according to the FSCA’s latest name and shame list publish...

EBnet. Stream catches up with Michelle Acton, Chief CustomerOfficer at Old Mutual Corporate, to unpack insights from their recent two-potresearch. The reality is that the conversation is moving on, and the industry’srole players need to evolve in line with these changes.

As Salt EB turns 70, Nazlie Seegers, Chief Experience Officer, reflects on evolutions in the retirements industry over the past 70 years and looks forward to the solutions that are possible in the coming 70. She shares their learnings on what the biggest challenges are to integration and coverage.

As AI tools increasingly churn out hyper-personalised investment strategies, a massive question is gripping South African investors: Do we still need human financial advisors, or is an algorithm far better placed to manage our money? This is the conversation EBnet has with Wayne Mostert, Managing Director at ASI Wealth.

EBnet. Stream surfaces the most important t’s and c’s of group benefits insurances for advisors and decision makers with Corinne da Silva, Executive Head of Risk at Jigsaw Financial Services. Don’t be left with a gap between what you’ve promised and what you’ve insured.

In this episode of EBnet. Stream we chat to Teri Solomon, Head of Claims Advocacy at Marsh, about what and who is covered by a retirement fund’s trustee fidelity policy. Is your fund covered if the trustees are negligent or dishonest or haven’t done training in a while? Does the definition of theft, fraud or negligence change under COFI? And what protection should management committees in umbrella...

Rules don’t panic when markets turn. Does this give rise to a new form of investing that sits somewhere between discretionary and passive investing? And how does AI factor into this conversation? These are some of the questions that Chetan Ramlall, Portfolio Manager at STANLIB, answers on EBnet’s latest episode of Industry Insights.

In this interview, John Anderson, Managing Executive atSanlam Corporate Investments, shares the latest evolutions in smoothed bonusportfolios and the role they play in preparing South Africans for retirement.

This interview features Uche Enemchukwu, CEO of Nelu, providing a high-level analysis of global pension systems and the critical importance of accessible benefits. The discussion moves beyond legislative compliance to focus on the systematic design and administration of funds that serve the best interests of members across different jurisdictions.

In this episode of Industry Insights, Nathalie discusses the biggest challenges facing retirement funds in South Africa right now, with Hazel Hopkins, Principal Consultant at Axiomatic Benefit Consultants. And how the issue of affordability versus adequacy may also present the biggest opportunity.

#Personalisation #Bespoke #InvestmentSolutions​Do we have a misery of choice when it comes to investments with more listed unit trusts than listed JSE stocks, or should we be offering trustees the ability to build bespoke solutions and customise arrangements for members? Most members just select the default offering in any case! EBnet. Stream chats to Preanka Naidoo from Sanlam Investments - Multi...