In The Press
LinkedIn May 2022
Academy of Life Planning and HAPNAV
LTD are
delighted to announce our teaming up with Moneyhub and Envizage to
bring you the future of financial planning ...
HapNav - The Happiness Navigator! - is the world’s first customer-directed #openbanking -powered #financialplanning application.
This will enable our growing global network of non-intermedating financial planners to present thousands of lifetime wealth forecasts all at once, for say
employee benefit wealth & wellbeing programmes, or Netflix- style subscription models.
Fully democratising financial planning for the mass market.
Moneyhub add:
We've teamed up with Envizage to
deliver the future of financial planning - and it's completely customer-centric ⚡️
The Happiness Navigator (HAPNAV
LTD)
is a ground-breaking digital planning experience powered by our #OpenBanking technology
and Envizage's
simulation capabilities.
The data and analytics provided by Moneyhub and Envizage’s
APIs allow users to understand the consequences of their financial choices, navigate potential trade offs and plan for the future.
With 9% of Britons having no savings at all and 41% not having enough to live for a month without income, not to mention the economic toll of Covid-19 and the
ongoing cost of living crisis, this solution could not be more essential.
See link for details: https://bit.ly/3kZvqqh
SME News November 2021
I am delighted to announce that the Academy of Life Planning has been awarded:
Best Financial Adviser Support Network 2021
Award for Outstanding Contribution to Finance 2021
SME News November 2020
I am delighted to announce that the Academy of Life Planning has been awarded:
Best Financial Adviser Support Network 2020
Award for Outstanding Contribution to Finance 2020
SME News announced today for their 2020 Finance Awards, adding "It is great to be the bearer of good news as your award stands as a testament to your excellence, commitment and dedication."
They explained how winners are chosen:
"Our independent judging panel takes note of all supporting documentation provided and supplied via nominees; this is compiled into a case file along with any other relevant information we might have
on file. In addition, our dedicated researchers were also on-hand to prepare a case file on your behalf, via merit-orientated research into public domain sources. Awardees must be able to demonstrate
expertise within their given field, dedication to client service and satisfaction, and commitment to excellence and quality.
This approach has brought us much success and commendation throughout its use and enforces SME News' stance that victors are not determined by the popularity of votes, but by their contributions to
their industry and sector."
39 Search Results - Money Marketing Columnist January 2021 to Date
How I digitised a life planning proposition
As coronavirus causes swathes of the population go into long-term isolation, how can a business based on conversation, questioning and listening stay active? One life planner has made the jump already.
AoLP Article 200320.pdf
Adobe Acrobat document [472.8 KB]
Transparency Times - June 2019
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