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By Jaspreet Bhalla 30 Oct, 2024
Felcorp Support helps a local charity supporting children with cancer
By Felcorp Team 29 Sep, 2024
Updates to our company policies as at 1 October 2024
By Felcorp Support 25 Sep, 2024
Our simplified guide to understanding Felcorp's policies and procedures.
By Tobias Fellas 31 Jul, 2024
New data from Challenger Annuities showcases safe spending levels in retirement on a given super balance. As a quick summary, Challenger Technical team have released an updated guide on how much someone can afford in retirement. The data has been updated as of March 2024 and was provided to me by the head of technical services at Challenger, Andrew Lowe. For the full and deep-dive, please see their PDF document explainer here . In the 60 second video below, Andrew quickly summarised the importance of this safe spending data and how it can give confidence to clients.
By Tobias Fellas 23 Jul, 2024
We're not thrilled about ChatGPT and the security risks it poses on financial services firms is huge
By Tobias Fellas 30 Jun, 2024
Information about outsourcing you may need in your client engagement letters
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