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'Learn things lawyers know': Advising clients in divorce


Learn things lawyers know : Advising clients in divorce
Rewatch Working Lunch event
Caffyn suggested learning things that the divorce lawyers will also know, to show that you have gone that extra mile as an adviser.
During
Professional Adviser s working lunch webinar,
Wealth Transfer - what about divorce?, in association with Schroders, Caffyn said the personal relationship between the adviser and client is particularly crucial around divorce.
TRPP specialises in divorce advice and Caffyn holds an accreditation in the subject. He said it was important that clients can see that the adviser knows more than what is expected: It s given me credibility. It s all about relationships. ....

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Is agile working key to successful outsourcing?


More importantly, the pandemic has also removed one of the key arguments against outsourcing that the external professional could not be in the office and part of the team. 
The decision to outsource or not may be more to do with business need. Outsourcing paraplanning may not necessarily be cheaper, but it can be more flexible and better matched to business needs
Jo Campbell, director at Para-Sols, says: One of the original barriers to outsourcing and a question we used to get asked a lot was about how someone can be part of your team while not in your office. That move from having a full-time employee, always around and on hand, to someone working remotely is a big leap of faith.  ....

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UK financial planner merges with wealth manager


Deal increases assets under influence to around £700m
Unique Financial Planning has launched a wealth management division in a bid to attract more high-net worth clients and widen the scope of its offering.
This follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of Openwork.
As part of the deal, BBW founder and owner Rhiannon Vallis and three advisers have merged with Unique to create Unique Wealth, based in an office in Weybridge, Surrey.
Vallis’ team will focus on HNW individuals looking for generational planning services and to preserve wealth. ....

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