We ask advisers for their tips on managing clients when they go on holiday...
Martin Bamford, managing director, Informed Choice: "In order to have a relaxing and issue-free holiday, you need to have robust systems and processes in place, as well as people who are confident and competent. The aim should be ‘business as usual’ during your holiday, with minimal disruption to business operations. This takes a bit of forward planning. Employees, self-employed advisers and clients need to understand who does what when you are not there. Out of office messages on your email system should give clear instructions about who to contact when you are on holiday. With...
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