Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it so here Erica Hancock offers eight points for advisers to talk through
Conversations with clients about later life and dying can be difficult or uncomfortable and yet this is an essential element of financial planning. When your clients purchase a house, they consider all...
Record numbers of people aged 90 plus
From 3 to 10 October
'Integral part' of the financial planning process for many advisers
Proposals outlined at Labour Party conference