Families failing to engage their younger members on Financial Planning estate planning issues will face increasing risks, a senior executive at wealth manager St. James’s Place has warned. 

Wealth manager St James’s Place has seen gross inflows of £9.2bn (H1 2020: £7.3bn) for the first half of the year.

The Chartered Insurance Institute has revealed the winners of its Public Trust Awards at a virtual ceremony hosted by CII President Julie Page this week.

Clients are getting older, on average. It’s an inescapable fact that I was reminded of this week with the launch by St James’s Place of its Care Concierge service, aimed particularly at clients over-80.