In Focus: How to help clients when their plans change
The past couple of years have been difficult for many people in the UK and elsewhere. As a result, people have changed their plans and found their financial futures altered. So what happens when clients change their minds - either because they have to, or because they want to?How should investment portfolios be structured to help cope with big life-changing decisions? How can investors ride out the sort of pandemic-induced volatility seen in 2020 without being spooked? And can technology help provide the answer? This podcast aims to discuss these questions and more. Joining Simoney Kyriakou…
The skinny
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