Oct 15, 2026 · 32 min · 11 segments
This week Marcus and I are joined by Stephen Donnelly of Donnelly Financial Planning. Stephen has two decades working in the Life and Pensions sector and we were delighted to get all his many insights…
Paul MolloyHost
Marcus DoyleHost
Before we talk about the new business that you've set up, I always felt that there was probably a bit too many people in the industry, life inventions.
I felt that there was a kind of a big group that knew what they were doing and a big group that didn't.
Do you think the industry should make it harder for people to get in? Or is that not a problem?
Now, while they have they have made the time frame a lot shorter, like when I was when I initially broached this, I was about 20 years ago, I was going to go into brokerage, but I couldn't get in because it was too penal and too hard to get in.
But then even when I set up mine, it took about nine months to get my authorization.
But they have that down to three, four, five months now, which is really good.
unqualified people have to go, have to attach themselves effectively to somebody else.
You have to have, I think, now I can't remember, but Marcus, you might know.
I think you have to have a minimum of two years experience in the industry to get authorization.
Before we talk about the new business that you've set up, I always felt that there was probably a bit too many people in the industry, life inventions.
I felt that there was a kind of a big group that knew what they were doing and a big group that didn't.
Do you think the industry should make it harder for people to get in? Or is that not a problem?
Now, while they have they have made the time frame a lot shorter, like when I was when I initially broached this, I was about 20 years ago, I was going to go into brokerage, but I couldn't get in because it was too penal and too hard to get in.
But then even when I set up mine, it took about nine months to get my authorization.
But they have that down to three, four, five months now, which is really good.
unqualified people have to go, have to attach themselves effectively to somebody else.
You have to have, I think, now I can't remember, but Marcus, you might know.
I think you have to have a minimum of two years experience in the industry to get authorization.
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