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A welcome and a wind-up

20 July 2006 Angelo Coppola

Andrew Bradley head of the fpi, says that financial planners are in the worlds most exciting profession, and second only in importance to doctors.

He was speaking at the annual fpi convention that is currently underway in Gauteng. With the increased prominence comes an increased focus from the regulators.

Planners have a fiduciary responsibility the fpi members are planners - not intermediaries to their clients. He claims that their responsibility is to their clients, not to the product providers.

Bradley says that this is even the case for those planners that work for product providers.

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QUESTION

We have watched with interest as each of the country’s large life insurers report their 2021 life claims statistics, with soaring claims and claims values. That got us thinking: how do the big life insurers compare against one another, from an IFA perspective?

ANSWER

An insurer is an insurer is an insurer
All are excellent: would not deal with them otherwise
There is one insurance brand that stands out for me
Tied agent: but my brand is the best out there
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