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3.2 Comparing Policy Options from Different Providers

  • Such a comparison can only follow on from a full fact find and needs analysis.

  • It follows, therefore, that comparison and selection must be made solely on the basis of:


    1. The revealed weakness (needs) in the client's financial situation.
    2. Attitude towards financial and investment risk
    3. The client's priority e.g. medium or long term investment, savings or protection, which in turn will stem from
    4. The client's available resources, both income and capital
    5. The client's overall objectives in creating an organised financial plan.

  • The client should be made aware of the purpose and effect of the various options and conditions

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