Succession planning guide for advisers launched

The guide, which has been produced in conjunction with solicitors Bond Pearce, gives help to firms and individuals who may be retiring from financial services or selling their authorised businesses. AIFA says the guide is being launched as part of a wider campaign to address issues faced by retired and retiring IFAs. Topics covered in the publication include: ongoing liability for IFAs, the need for professional indemnity insurance for retired advisers, protecting personal assets from liabilities, ownership of clients, maximising business value, the benefits of providing consu...