PA360 North: 'Why empty-nesters should revisit financial plans'

Speaking at Professional Adviser's day-long conference in Warrington, the Chartered Institute for Securities and Investment head of financial planning suggested advisers should encourage their clients to get their children involved with their finances. She said: "If the children are educated in the financial planning process and the parents do pass away, then it is more likely the children will stay with you and keep those assets with you moving forward." She also stressed the importance of educating clients' children about the funds that should cascade down from their parents. Loc...