It is an understatement to say life will not be the same again, and we will have to change our behaviour in the wake of the coronavirus.
However, I think there will be some positive changes to the way in which we advise our clients: These include: More regular contact with our clients and better use of video-conferencing.
More emphasis on longer-term retirement planning — cash flow modelling, for example. Greater emphasis on risk management, especially with investments. A stronger case for securing guaranteed income — annuities or fixed-term income plans, for example. We have been pleasantly surprised by how […]
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