by on 21·12·2021
Grandparents or family members who care for their grandchildren whilst the parents work, may be eligible to claim additional NI Credits towards their state pension. This is particularly valuable if your client shave gaps in their NI record.
by on 14·12·2021
It may seem obvious, but the empathy shown to a mourning spouse, partner, family can be worth more than most financial advisers/planners are aware. Kind words of sympathy are a given, but the true test of an adviser’s mettle and client duty of care becomes apparent in the actions after the initial notification of death.
by David Battle on 02·12·2021
When my daughter was born my wife and I brought her home, put her into a little basket and just looked at her with no idea what to do. After many moments of mild panic, I concluded that I would probably be most helpful in planning to start saving for her future. A couple of nappy changes later I was convinced that should be my role.
