Employers and Employees Take Wait-and-See Approach to Retirement

Neither Side is Managing Retirement Risk Properly A 2009 Benefits & Talent global survey by Aon Consulting has shown that many employees are waiting for an economic recovery before moving forward with retirement and employers are taking the same attitude with retirement program changes and risk issues. The survey found that a significant proportion of […]

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Tax benefit makes budgeting easy

In response to the latest budget speech, Paper to Digital Storage Solutions (P2D) has introduced a cost effective solution that is 100 percent tax deductable. The all-in-one document management solution enables companies to convert paper-based documents into tamperproof electronic documents, making them accessible from anywhere across the globe. The Company’s CEO Dawid Jacobs says P2D […]

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SAP now available on monthly subscription

Local SAP® BUSINESS All-in-One Partner, SCT Services, has announced a new licensing and delivery option for SAP® BUSINESS All-in-One (SAP BAiO) solutions. The new hosted and subscription-based delivery model is designed to help midsize companies obtain a world-class business application with a lower up-front cost by eliminating the capital outlay traditionally required for acquiring software […]

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P2D simplifies record management

Record and content management has become an extremely complex business, especially with new legislation and company regulations that are being enforced. Local specialist electronic record and document management solutions provider, Paper 2 Digital Storage Solutions, has introduced various packages to simplify the process of digitising documents. Paper to Digital Storage Solutions CEO Dawid Jacobs says […]

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Open Text delivers rich fax functions for Microsoft Exchange Server 2010

Local Rightfax distributor Galdon Data has announced that Open Text has developed enterprise fax functionality which seamlessly integrates with Microsoft Exchange 2010. This development ensures that enterprises can migrate to Exchange Server 2010, preserve their investments in network-based fax capability and unified messaging systems, and provides the ability to access faxing from mobile devices. Open […]

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ERP for the people

Today’s business management solutions, particularly enterprise resource planning (ERP) solutions, are evolving from a focus on transactions and data entry to one that places people and usability at the centre of solution design. This includes attention to varying work styles, role-based perspectives on information and tasks, and the need to extract information in the context […]

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Richard’s Top Compliance Tips for 2010

The end of 2009 is nearly upon us and we normally take time to reflect on the year that has passed and look to the coming year, and certainly at this moment in time we will all fervently hope that 2010 holds better times for our industry than the last 12 months. It is akin […]

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Taming the compliance monster

“I could get so much more done in my practice if it was not for those annoying …… (fill in the blank)” How many times have financial advisers found themselves uttering this sentence? How many times has the blank above, contained the words “compliance forms” or “compliance reports”? Welcome to the new world of insurance, […]

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Should advisers advertise?

American media mogul, Ted Turner, once said , ” Early to bed, early to rise, don’t forget to advertise.” Not surprising seeing that he makes a fortune from advertisers. But does advertising pay when it comes to the financial services industry and, more specifically, does it work for financial advisors? Advertising agencies will be quick […]

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Regulatory Exams: Flavour of the Month

Regulatory exams are the latest buzz in the financial services industry. But what’s it all about and just who is affected by this piece of legislation asks Joe Kotze, National Manager: Compliance for the Financial Intermediaries Association of Southern Africa (FIA)… Examination bodies: The Financial Services Board (FSB) has approved and appointed four examination bodies […]

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