60% drop in disability claims could mean an impending bottleneck
But what could the long-term fallout could look like

Momentum Corporate has seen a 60% drop in the disability claims notification rate since the lockdown began on the 27th March 2020.

Published on: June 29, 2020
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Remain calm – your retirement savings and COVID-19

Retirement fund members may be worried about the impact that volatility is having on the investment markets, where a big portion of their retirement savings is invested.

Published on: June 29, 2020
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Help your clients to meet employees’ insurance needs despite COVID-19 financial pressures

Many South African employees rely on group insurance benefits through their employer to meet their household’s financial needs.

Published on: June 29, 2020
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How well are default regulation strategies holding up in the new normal?

The fallout from COVID-19 is disrupting most sectors and the retirement fund industry is no exception.

Published on: June 29, 2020
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A retirement income product opportunity you need to consider

Many soon-to-be retirees are understandably worried. Their retirement plans may be in disarray as they face a serious decrease in the value of their retirement savings.

Published on: May 22, 2020
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Many employees rely on their employer’s group insurance benefits for financial protection

Why – and how – companies need to meet insurance needs despite financial pressures during COVID-19

Published on: May 21, 2020
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The Fourth Industrial Revolution heralds a new era for employee benefits

In the 2020 Budget, Finance Minister Tito Mboweni announced constructive measures to prepare tomorrow’s workforce for the Fourth Industrial Revolution.

Published on: Mar 17, 2020
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How to show up for your employees during these challenging times

No employee is untouched by the impact of measures to contain the COVID-19 pandemic in South Africa.

Published on: Apr 15, 2020
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How to save more for retirement in tough times

Right now waves of bad news are hitting us. The coronavirus. Our economy in recession. Uncertain investment markets.

Published on: Mar 20, 2020
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Employee benefits for Generation Z

They’ve been called “rebels with a cause”, “digital natives” and “millennials on steroids”.

Published on: Apr 08, 2020
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COVID-19 and your client’ retirement savings

All investors have probably noticed that the investment markets where a big portion of their retirement savings are invested have experienced volatility over the last weeks.

Published on: Mar 30, 2020
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Multiply the value your clients receive from their employee benefits

The role that employee benefits plays in the war for talent acquisition and retention is widely recognised by your clients.

Published on: Mar 30, 2020
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Retirement funds can help to give savings momentum

Government’s attempt in the recent budget speech to encourage South Africans to save more is welcomed.

Published on: Mar 12, 2020
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Coronavirus and the employee benefits covered

On 11 February 2020, the World Health Organization officially named the disease caused by the new Coronavirus strain “coronavirus disease 2019” or “COVID-19”.

Published on: Feb 28, 2020
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Meet insurance needs despite tight budgets

Budgets are tighter than ever in the current economic climate. Group insurance benefits are a cost-effective way to provide insurance that meets employees’ needs in the event of death, disability or critical illness.

Published on: Feb 23, 2020
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When your clients protect their employees, they protect their business

Life is unpredictable. The impact of employees’ unexpected life events, such as death, disability and critical illness, can have serious financial consequences for their employers, particularly smaller businesses.

Published on: Jan 14, 2020
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Talk to your smaller clients about employee benefits

While many small and medium-sized employers recognise the value of employee benefits, most still see it as administratively complex…

Published on: Dec 12, 2019
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The need for member education in the employee benefits environment

The default retirement fund regulations introduced earlier this year are aimed at supporting members of retirement funds to make better decisions at various points…

Published on: Oct 31, 2019
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Employee benefits – an untapped opportunity to grow your business portfolio

Along with some of the most successful leaders in business, most large organisations understand that critical to achieving a competitive industry edge…

Published on: Oct 25, 2019
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Make your clients’ employees aware of the potential hurdles on their journey to retirement

It is a harsh reality that many South Africans face a bleak retirement because they are either not saving enough, cash out their retirement savings when…

Published on: Oct 10, 2019
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The value of smooth bonus portfolios

Extreme volatility appears to be the order of the day when considering the economic environment over the recent years, with this uncertainty adding to the complexity…

Published on: Oct 03, 2019
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What to look out for when choosing the right annuity

Planning for retirement has one simple goal and that is to save enough money during working years to ensure that you can maintain the lifestyle you are…

Published on: Sep 05, 2019
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The impact of season change

As we welcome Spring and getting rid of the layers, we look forward to leaving the flu season behind. A change of season does not only bring transformation…

Published on: Sep 01, 2019
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Divorce and the negotiation for pension benefits

Divorce can be a painful experience for everyone involved. During the turmoil of negotiating the splitting of assets, maintenance and the custody of children enjoy priority…

Published on: Aug 15, 2019
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How will your clients’ employees death benefits be distributed?

: The main purpose of a retirement fund is simple: build up enough retirement savings during your working years so that you are able …

Published on: Aug 2, 2019
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Help your clients’ employees to get their house in order

While we live in uncertain times, the well-known phrase that ‘nothing is certain but death and taxes’ still rings true. However many retirement fund members lack the financial know-how for getting their house in order…

Published on: Jul 18, 2019
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Millennials and their moola

Millennials’ (25 to 34 year olds) representation in the workplace is growing rapidly and this group is expected to make up almost a quarter of the global workforce by 2020. 

Published on: Jun 19, 2019
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Employee benefits must keep pace with a dynamic workforce 

Given the ever-changing dynamic within the workforce, financial advisers need be able to offer their clients suitable employee benefits advice that’s adaptable to the needs of the evolving…

Published on: Jun 13, 2019
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Workshop to address concussion management in South African rugby

Following on from the successful South African Rugby Concussion Indaba held in Cape Town in January this year, a workshop was hosted at WITS University to deliver…

Published on: Jun 13, 2019
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Meaningful employee financial literacy requires going beyond default regulations

The default retirement fund regulations introduced in March this year are aimed at supporting members of retirement funds to make better decisions…

Published on: Jun 10, 2019
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Is your preferred retirement fund geared for millennials?

Millennials’ representation in the workplace has grown over the past five years from 39% to 52%. They are set to shape the world of work for many years…

Published on: Jun 6, 2019
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Underwriting and free cover limits in a group scheme

Disability and accidental death claims are rising in South Africa. Against the backdrop of South Africa’s 14 million income earners who face a combined insurance shortfall…

Published on: May 22, 2019
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Ensure your clients’ employees have needs-based death cover

While death is one of life’s certainties, the risks that can result in death are changing. So too is the need for death benefits across the SA workforce.

Published on: May 10, 2019
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Are your clients’ employees protected against the lifestyle related costs associated with cancer?

Cancer is statistically the fastest-growing critical illness in South Africa with a projected increase of 78% by 2030 according to the article “The future cost of cancer in South Africa…

Published on: Apr 26, 2019
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What to look for in a future-fit group insurance provider

Increasingly, group insurance is seen as a commoditised offering with its value demonstrated through the lowest price. However, understanding the state of well-being of employees…

Published on: Apr 12, 2019
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A price-only focus undermines the real value of group disability insurance

Group disability insurance in South Africa is highly commoditised. When purchasing group disability insurance, decisions are largely driven by price in many cases.

Published on: Mar 14, 2019
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Introducing a first for holistic financial planning

Many South African consumers have not yet embraced the idea of holistic financial planning. They tend to avoid paying for financial advice and end up with a suite of financial products that do not match their long term needs and goals.

Published on: Mar 14, 2019
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How to protect vulnerable employees’ retirement savings?

It was estimated by National Treasury in 2014 that as few as 6% of South Africans were able to retire comfortably without having to sacrifice…

Published on: Oct 26, 2018
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New research highlights how distracted employees damage company productivity

South African businesses are losing up to a staggering R89 billion per year due to unproductive employees…

Published on: Oct 26, 2018 
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Setting the bar for innovation in customer engagement

On Saturday, 18 August, Momentum Corporate’s Smart Underwriting solution won the silver award at the Loeries. 

Published on: Oct 26, 2018
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Are fees taking the bonus out of South African smooth bonus funds?

Given the volatile nature of local markets in recent years, smooth bonus funds have increased in popularity

Published on: Sep 2, 2018
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Impact of ‘presenteeism’ on South African workplaces

The Momentum Effective Employee IndexTM revealed that South African (SA) companies lost an estimated R25 billion due to absenteeism…
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Consumer Financial Vulnerability Index

The previous (Q1 2018) Consumer Financial Vulnerability Index (CFVI) release showed that consumers were experiencing lower levels of consumer financial…
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