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,...
Safe finances, safe data, safe clients
Owner Gary Whyte to retire
To build 'sustainable support system'
Soft launch this week
'Providers should stump up data'