FSA seeks your views on prototype generic "healthcheck"

Professional Adviser
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The FSA has given IFAonline permission to reproduce the prototype of its proposed off-the-shelf fina...

The FSA has given IFAonline permission to reproduce the prototype of its proposed off-the-shelf financial healthcheck, to give financial advisers a better indication of how the generic advice will work and what it could look like. Designed by both mPower and the Financial Services Authority, the prototype is written as a 'flash' document and covers several basic scenarios which clients may seek advice on. The FSA would like you, the IFA, to send us your comments on the design and content of the generic advice package, to find out whether it would cover the basic advice needs of cl...

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