Regulators have been taking a keener interest of late in how professional services firms protect their vulnerable clients. What level of service should you expect from financial advisers in this area? David Mulholland explains
Kate Mahon reviews the highlights from our 2018 conference on elderly and vulnerable client care.
Practitioners face a number of issues when dealing with an estate that contains portfolios of stocks and shares. It’s important to have a good understanding of how you can help clients plan before death, and deal with shares as part of the administration of an estate after death. Christopher Ekisson Lee explains
There are now over 15 million people aged over 60 in the UK, but the marketing approach for this audience is often clichéd and outdated. Sue Bramall explains some key points to consider, and the mistakes to avoid
As the cost of care rises, more and more people are attempting to safeguard their assets to avoid paying for it. But should we not start to consider care homes as an asset in themselves, and worth paying for, asks Helen Cowan
Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up hers below
Charlotte Pisuto addresses the practical implications of obtaining a refund for a registered enduring or lasting power of attorney from the Office of the Public Guardian
Private Client Section committee chair Fiona Heald reviews a new title on the financial abuse of the elderly