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PEOPLE MOVES: SJP, Carrick Wealth, Deutsche Bank

PEOPLE MOVES: SJP, Carrick Wealth, Deutsche Bank
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Grandparents who get advice more likely to plan for family s future

Grandparents who get advice more likely to plan for family’s future By Tom Higgins 26 th April 2021 2:43 pm Close to half of grandparents have no concrete plan to provide for their children and grandchildren financially according to a Salam survey. This is despite nearly nine in ten considering it important among people with investible assets in excess of £50,000. A key finding is the rate of those with plans for their grandchildren is much higher among those who receive financial advice. The survey conducted by Technical Connection and Ad Lucem on behalf on Sanlam found that 38% have no financial plan in place to provide for younger generations, while 7%  were “not sure”.

Advised clients still struggle with investment bonds

Advised clients still struggle with investment bonds - Sanlam Content by subject Professional Adviser hosts must-attend events for the financial adviser sector. The success and reach of the brand has enabled us to deliver a series of market-leading events, including our popular breakfast briefings, awards and conferences. Download and use the apps Access your subscription from outside of the office Get relevant news and insight straight to your inbox 500 clients questioned Lawence Cook: It s time for advisers to step forward and help client navigate the new tax-scape. Jon Yarker The majority of advised clients still struggle to understand the benefits of investment bonds, research from Sanlam UK has revealed.

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