From 5 October 2021 financial product issuers will be required to take reasonable steps to ensure that their products end up in the hands of people who will benefit from them.
Read MoreHow should super funds be thinking about PDSs? There are six components to success.
Read MoreNearly everyone I speak to is either already working from home or expecting to be given the instruction very soon.
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Instead of focusing on all the things I haven’t done yet, I instead focus on what I have achieved - in five bullet points!
Read MoreIn the majority of companies there is often only one person who is across all the ins and outs of the PDSs. They get the job done with a minimum of fuss but what if they aren’t there when a PDS needs to be updated?
Read MoreIt is one of those strangely numbered years. 2020. Have you set up your 2020 goals - or are you ditching your New Year resolutions? Try this instead.
Read MoreWhat it is with October and November being conference central? Anyway, the upside of that is I’ve learnt/relearnt (!) some interesting new things recently!
Read MoreAs the owner of a small business, you can’t just focus on your own stress and managing that, you also need to support your staff through all this change.
Read MoreFinancial product providers make nearly all of their income from sales via financial planners but do they actually utilise their services?
Read MoreHave you stopped celebrating wins - both the big and the small?
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