My holiday cover tips

We ask advisers for their tips on managing clients when they go on holiday

clock

We ask advisers for their tips on managing clients when they go on holiday...

Martin Bamford, managing director, Informed Choice: "In order to have a relaxing and issue-free holiday, you need to have robust systems and processes in place, as well as people who are confident and competent. The aim should be ‘business as usual’ during your holiday, with minimal disruption to business operations. This takes a bit of forward planning. Employees, self-employed advisers and clients need to understand who does what when you are not there. Out of office messages on your email system should give clear instructions about who to contact when you are on holiday. With...

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

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Feel Good Friday: Nine Edge Wealth sponsors young Scottish boxer

Sponsors Lara Brown

Professional Adviser
clock 17 July 2026 • 1 min read
Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read
Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read