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Tag Archives | Financial Needs Analysis

collusion

Collusion to no avail

An applicant who was debarred after being found guilty of fraud and dishonesty appealed to the Financial Sector Conduct Authority for a reconsideration of the decision. The applicant “attacked the process of debarment” and, in his appeal, did not address the factual findings of the disciplinary hearing, but rather just restated his defence in the […]

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1Plan – the FNA that matches needs with affordability and life stage

“For too long financial needs analyses (FNAs) have calculated an amount that clients need to allocate to insurance and invest without taking affordability into account. If we want to make financial advice more accessible and achievable, FNAs must include affordability considerations.” 1Life CEO, Laurence Hillman, is passionate about making financial advice accessible to more South […]

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