Clients trust us with some of the most important and challenging moments in their lives. But when it comes to dealing with bereavement, financial services must do much better, writes Mark Sanderson...
One of the privileges of being involved in the financial planning and investment process is the part we play in key moments of people's lives. Starting out and setting goals, working towards achieving those goals and then enjoying the rewards. Whether it's for a comfortable retirement or to help children and grandchildren. We see the real difference we can make to families and the positive impact of getting finances in order. But of course, there are tough times to deal with too. Coming to terms with the death of a loved one is difficult enough and that's before all the practical stuf...
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