The Debrief
Welcome to The Debrief, where opinion, insights and information from our experts lets you quickly and easily see what's new, what's next and what's exciting in our industry. Insight, inspirations and ideas to help you and your clients stay one step ahead.
Latest articles
Stick or twist: what the rise of 'AdviceTok' means for advisers
Social platforms are adding a new dimension to wealth planning and conversations about money, with ‘finfluencers’ opening up a new route to talk with often hard to reach audiences. But what will this mean for the advice gap and how advisers engage with new and future clients?
Protecting a legacy
Pensions being brought into IHT presents a new opportunity to engage with clients. While it offers a notable advice and protection opportunity, advisers rarely involved in the protection space need to ready themselves for the increased complexity of the available solutions.
Annuities back in vogue
Contrary to many people’s perception, annuities can also provide valuable features. Having fallen out of favour post pension freedoms, annuities are playing an increasing role in helping solve the IHT conundrum and helping clients deliver a robust financial legacy.