Hi everyone, I am back a little earlier than usual with an Inbetweenysode. I think most people reading this will be aware that there has been a bit of a social media kerfuffle recently. There has been a lot of debate about whether or not advisers should charge fees to their clients and if commission-based firms are transparent to clients.
This episode is providing a background to these different approaches to adviser remuneration, there’s pros and cons to each, and I hope that you think it is a balanced account of what they are.
The key takeaways:
Next time Roy McLoughlin is back and we have Andy Woollon from Zurich, chatting to us about the role of protection insurance in intergenerational wealth planning. I find this side of advice fascinating and I hope that it gives you some more ideas too.
Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our website, thanks to our sponsors Octo Members.
If you want to know more about how to arrange protection insurance, take a look at my Protection Insurance in Practice course here.
