While a majority of advisers agree they would like all elements of the advice process and all communications to be completely paper-free, many say they would be concerned for elderly clients.
In last week's PA Asks, 49% of advisers signalled they wanted every part of the advice process to be paper free, including communications with clients and communication with providers. This came ahead of 44% of respondents who confirmed they would not want this and 7% of responses that were unsure. One pundit said it would be "ideal" for the advice process to be paperless but had a caveat as well. "We must ensure the older clients can access our service in a way that allows them to feel comfortable and engaged," they opined. Another in favour lamented that regulation "does not m...
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