Effective care planning for clients must be central to the advice conversation alongside protection, pensions and estate planning, says Stephen Lowe, rather than left until the need is imminent or urgent
How do your clients feel about the prospects of paying for care in later life? People may not like thinking about losing their physical or mental faculties as they age. But with the adult social care system...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation