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How The Grandkids Can Pay Your Pension

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.

A guide to dealing with a client who is grieving

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.

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    Three tools for perfect factfinding
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