Convincing clients to underpin their assets with protection may be difficult but, argues Andy Woollon, it is likely to turn out to be worth it - for both client and adviser
I have been speaking recently about using protection as part of a retirement strategy - a centralised retirement protection process, if you like. The old adage about protection providing the foundation...
'Exact timescale' of complaints not yet provided
1,400 reviews of adviser technology
To engage next generation
Now accessible to all
Some scheme’s ‘fib’