As Financial Planners, we have been well trained to help our clients navigate the so-called 'black swan' events of our time. Here I want to address the life planning issues impacted by these events that might be less familiar.
The Personal Finance Society has published new guidance for Financial Planners on how to engage with clients approaching later life and how to discuss care options in good time.
Financial provider LV= has appointed ex-Lloyds bank executive Simon Moore as its new chairman.
Fund manager Vanguard has today launched two model portfolio ranges called Vanguard LifeStrategy MPS Classic and Vanguard LifeStrategy MPS Global with ‘all-in’ costs between 0.21% and 0.33%.