'Death anxiety impacts financial planning' - Rebecca Ward
SIFA conference 2019
“Making an outright gift offers a way of helping clients help their children while they are still alive" - Time Investments' Rebecca Ward
So-called "death anxiety" can have a significant impact on financial planning, with fear of the inevitable preventing clients from preparing fully for the future, Rebecca Ward told delegates at the 2019 SIFA conference.
The Time Investments business development manager said clients tended to be afraid of death and this fear can prevent them from doing the planning necessary to protect their dependents. 'Don't wait...
More on Your profession
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
InvestCloud acquires software firm to 'bridge adviser-client gap'
Create better communication
Chris Parlour: Corporate client options for DB scheme consolidation
Advising business owners
Fidelius Group adds 28 staff from deVere UK in latest deal
Adds £280m AUM
How to influence advisers: LinkedIn tells asset managers how to build relationships
‘Help advisers get new clients’
Back to Top
More news
Advisers reveal pros and cons of remote working during pandemic
Changing attitudes
Bank of England holds rates amid stronger growth and inflationary outlook
QE held at current pace but BoE signals tapering
UK funds back in favour as retail investors turn away from US stocks
Latest data from Investment Association
Aviva's restricted operation ditches retirement-only advice remit
Invesetment advice move
Half of advisers expect to work from home after Covid-19 - PFS
Social media poll
