“Our world will be very different when this is over”

Apr 25, 2020 | Financial Services

An independent (financial adviser’s) view

Talking to other advisers, It’s interesting that many of the younger ones are most resistant to using technology for client meetings. In financial adviser terms ’younger’ means under 55, so we’re not talking snowflakes here. The problem, I think, is their assumption that their clients, especially the (genuinely) older ones will struggle or have problems with it all. My experience to date is that virtually (see what I did there?) everyone of every age can work some sort of video tech, including my Skype-ing 97 year-old father. So, no excuses, get with it, guys!

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“Record year for annuity sales driven by advisers”

“Record year for annuity sales driven by advisers”

I was asked this week whether annuities are now ‘a good investment’. They’ve been recommended very rarely in recent years, since ‘pension freedoms’ allowed pretty much unlimited drawdown on pension funds and anything left to be passed on to beneficiaries free of Inheritance Tax.