What are you telling your clients about retirement strategies?
The COVID-19 pandemic has had a significant impact on people’s retirement prospects and the retirement incomes of those who have already left the workforce. As a financial adviser, how are you handling this?
Ahead of our Retirement Incomes webinar on 15 July, Money Management is seeking to gain a picture of how financial advisers are dealing with their clients and we would appreciate you completing the following short survey.
Please help us by completing this very brief survey.
Results will be shared both in news stories and, in more detail, as part of the webinar in which you can register to participate.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
