Protection advice has "never been as relevant as it is today" when it comes to wealth management, it was announced at PA360 yesterday
The question "what if something goes wrong?" is one that all advisers should be asking clients when discussing financial planning aspects such as self-invested personal pensions (SIPPs), ISAs, property, state pension and inheritance tax (IHT), said Cavendish Ware's Roy McLouglin, who pointed out to delegates that protection should be at the core of this advice in case disaster strikes. Cash-flow planning models and pension freedoms are elongating the life of IFAs, he said, which means self-insurance...
69 Accredited firms
Advisers in the network will now be able to refer clients struggling to get the right cover to specialist advisers
Supported by PFS, PIMFA and Penney
Connecting the dots