22nd October 2019

Aviva: Recognising the signs of a vulnerable customer

If we think of someone who is vulnerable, we generally conjure up the image of an elderly person, a child, or maybe someone with a disability. Appearances are deceptive, however. A 90-year-old woman may know exactly what policies and investments she has and comes to a meeting with her portfolio choices already drafted. Similarly, a disability, whether physical or learning-based, will not automatically mean the client needs extra help.

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Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

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