Protection should be considered as an essential part of a financial plan for the wealthy every bit as much as the financially vulnerable, argues Paul Yates
There are lots of reasons to talk to clients about protection - but, unfortunately, an equally long list of perceived reasons why many advisers just do not bother. There is no need to repeat either list...
‘Important to have an anchor’
Report to be written by TPR
Lack of innovation for solutions
Some 2,000 consumers affected