TM4. Talking Money 4: What is an "uplift fee" with Dr Zain Upton

Have you been offered an "uplift fee" in return for not charging an out-of-pocket fee? Are you trying to decide whether to accept this offer?

If so, we have an informative video to help you answer this question. We also have a spreadsheet so that you can do the calculations yourself. All kindly prepared by ASA member Dr Zain Upton, who started life learning actuarial studies.

You need to be an ASA member to access these resources. Visit the ASA Talking Money podcast webpage (member login required):

https://asa.org.au/asa-public-podcasts/talking-money