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Debrief Article Archive

Supporting your business opportunities

Couple looking at baby clothes

The Impact of delayed milestones

For the next generation, key life goals are happening later in life.  Presenting advisers with opportunity to develop deeper client relationships by reframing financial milestones as unique to the individual.  

Delayed milestones impact
Person cuddling her dog

The real wealth transfer

By 2025, women could hold the majority of UK wealth.  But with the gender investment gap continuing to widen, how can advisers reach more women?   

Real wealth transfer

Protection

Key person dependencies in a family

Key person dependencies in a family

More people are becoming carers in the UK, putting families in the precarious position of being heavily reliant on a single person.  But protection could help them. 

Read now Key person dependencies

If not now when? Why young adults shouldn't put off taking out protection

If not now when? Why young adults shouldn't put off taking out protection

As younger clients are approaching traditional milestones for protection conversatinos later in life, how can we start to engage with them earlier and as an industry bridge the generation gap?

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Considerations around company share buyback as shareholder protection

Considerations around company share buyback as shareholder protection

We explore the suitability of one method of shareholder succession planning, including the key technical considerations for advisers.

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Wealthy clients don't need protection . . . do they?

Wealthy clients don't need protection . . . do they?

An important look at how Protection can provide an avenue for achieving good customer outcomes for wealthy clients and additional safety in financial planning.

Read now (PDF, 260KB) Wealthy clients don't need protection do they? opens in a new tab

INVESTMENTS

Investments Insights

Investments Insights

Topical insight from our experts and appointed investment managers and fund analysis from our Fund Manager Assessment Team.

Expert insights

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