Golden Charter discusses the key questions advisers should ask before recommending funeral plans.
Traditionally, when it comes to funeral plans, networks have been responsible for due diligence of the products for advisers. However, regulation of funeral plans is likely to increase in the near future. As a result, there is going to be an increased role in the due diligence process for advisers, in order to protect the money of their clients. Indeed, there is a clear need in the industry to ensure that consumers understand what they are buying and for advisers to know exactly what...
‘Connecting the dots’
4.7 million people living with the condition in the UK
Five reasons why
But L&G boss says it’s ‘not a major risk’
At the end of National Heart Month