Wellbeing chats and cards in the post: The adviser going all out for older clients during Covid-19

Surrey-based Lumiste runs Financial Care Solutions, and many of her clients are at retirement age or above. Lumiste is a Society of Later Life Advisers (SOLLA) adviser, a trustee for charity Carers Support Merton and a ‘dementia friend' for the Alzheimer's Society. During the coronavirus pandemic she has been going above and beyond for her later life clients, putting in extra work to assure they feel reassured. "It's about being there for them," she says, pointing to small gestures advisers can make, like sending Easter cards or having a chat on the phone. Though it can be emotiona...