Just Group
Brits’ inheritance will provide helping hand with property
Saving and investing also remains a key option for inheritors
Only 9% of Brits would consult adviser if they won £3m jackpot
Receiving professional advice could help avoid decisions that ‘you might later regret’
PEOPLE MOVES: Just Group, Schroders Personal Wealth, AJ Bell
Financial services firm hires CEO, while Lloyds joint venture bolsters team to set up adviser academy
Best Practice | 22 Aug 19
Education is ‘key’ to understanding vulnerable customers
Nearly nine-out-of-10 advisers admitted that it was difficult to spot clients in this category
Best Practice | 14 Jun 19
How to advise vulnerable clients
UK financial watchdog has made it clear that firms are expected to take up the challenge