
To emphasise the importance of an expression of wishes, Jessica List runs through a scenario where forgetting to complete one results in a sticky spot for a hypothetical client
The situation When Arnold set up his pension he left the expression of wishes section blank as he wasn't sure who to nominate. Arnold and his wife Gina had been discussing separation for a while and...
To continue reading this article...
Join Professional Adviser
- 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.