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

 
These awards are made as part of the SME News' Finance Awards 2021.
 
SME News stated: "This is a well-deserved achievement and I’d like to pass on my warmest congratulations!"
Adding: "After a tough year (and more!), it is a testament to your perseverance and dedication to have triumphed despite the many difficulties and pressures brought on by the pandemic, and we at SME News are delighted to have been able to recognise your unique contribution to the financial industry’s thriving business community."
 
These awards are a repeat of the Academy's success in 2020.

 

 

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.

By

 

CITYWIRE

Download Citywire article: How I digitised a life planning proposition
AoLP Article 200320.pdf
Adobe Acrobat document [472.8 KB]

Transparency Times - June 2019

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