Taskforce launched to 'raise' financial planning exit standards

The Succession Alliance's initial aims include "promoting greater consistency" across succession planning approaches, in addition to "improving" education and understanding of exit options. It is further expected to develop a "voluntary charter" with minimum standards for those involved in external succession. The taskforce is overseen by a board, chaired by Melo chief innovation officer Ben Wright, a past Personal Finance Society board director. It will look to a wider steering group to inform its work, the Succession Alliance confirmed. Ben Wright is chair of the Succession Al...