'Death anxiety impacts financial planning' - Rebecca Ward

SIFA conference 2019

Sophie King
clock • 1 min read

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 for a crash before investing ' - Simon Edelsten To tackle this problem, Ward told advisers to adopt a "multidisciplinary approach", explaining that a mixture of different solutions for clients could help ensure they were also considering future generations. "It's about moving money down through the generations - to the people who actually need it," she added. Peter Hopkins: The nitty-...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

'Investing is not just a technical exercise; it’s an emotional one'

Kate Rainbow
clock 03 August 2026 • 4 min read
The Platforms Association acquires the UK Platform Awards

The Platforms Association acquires the UK Platform Awards

Clive Waller hands over the awards programme

Isabel Baxter
clock 30 July 2026 • 2 min read
FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

FCA bereavement survey sent to just 12 firms – 'A very small dip in the ocean'

Covers advisers, platforms and wealth managers

Sophia Panayi
clock 30 July 2026 • 3 min read