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The saying that time stands still for no one is certainly true and looking ahead the opportunities for profession and the Personal Finance Society are positive for those who want to grasp them.
In this week’s everything you need to know, Protection Guru shares the awareness day insights aiming to help advisers feel more comfortable and confident discussing protection insurance policies with their clients.
This week we take a look at the ways to talk about income protection to different client demographics.
Last month we considered two aspects of important issues from 2020: the new rules on will execution; and the extension to the Trust Registration Service (TRS). This month we will look at the introduction, or the expansion, of online processes for powers of attorney and the electronic execution of documents, including trusts.
Entries to the Personal Finance Awards are now officially open. Submit your entry by no later than 1 July to be in for a chance to win.
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