Before recommending any funeral plan to a client, writes Mark Moran, there are six important questions an adviser should ask plan providers to ensure thorough due diligence has been carried out
Traditionally, when it comes to funeral plans, networks have tended to be responsible for due diligence of the products for advisers. Regulation of funeral plans is likely to increase in the near future,...
Taking the time to look
After 14-month FAS programme
More than half of people over the age of 55 see financial security as a top priority in retirement, yet a third allocate more time to buying a new car, research from Legal & General (L&G) has found.
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Number of benefits