Wealth Transfer 101: Understanding taxes, trusts, and family dynamics

Why the economy is like a slow car climbing a steep hill – and what could change that: PSG Wealth CIO Adriaan Pask.

FNB Wealth and Investments head of product Samukelo Zwane unpacks the latest Retirement Insights Survey, highlighting low retirement confidence, rising living costs and why many South Africans expect to work for longer.

Marlon Davids covers the mid-corporate market at Nedbank Business and Commercial Banking and explains how the speed of technology and the wisdom of human connection provide optimum service to the sector.

Arno Jansen van Vuuren from Old Mutual stresses that life insurance isn’t just about the death claim payout – there’s the disability benefit if you cannot generate income while you are recovering.

Digital innovation is changing how banks operate behind the scenes, but for mid-corporate businesses, trust and relationships remain the real differentiators. Deborah Fenton explains how technology is helping bankers spend less time on administration and more time delivering meaningful value to clients.