Intergenerational planning 'important for business value'

Technical Connection managing director Tony Wickenden told delegates at TechLink Live today (5 July) that intergenerational financial planning was "important for business value". "As a client, if I see a firm with intergenerational planning then that's very valuable to me. It's so beneficial for client retention," Wickenden said. "Firms should consider taking an intergenerational approach to financial planning. It adds long-term value to a business." Intergenerational planning also presented future business opportunities, Wickenden said. "As wealth transfers from one generation to the...