View more on these topics

Guide aims to help IFAs with bereaved clients

IFA Promotion has produced a free guide on dealing with the practical issues arising from the death of a family member or friend.

The publication entitled, A practical guide to dealing with bereavement, is intended to help IFAs give useful advice to clients in a sensitive situation.

Specific areas covered in the guide include making funeral arrangements, the importance and benefits of making wills, including deeds of variation, the role of executors and administrators, how to value an estate and claim monies owed to it and the laws of probate and final accounts.

Chief executive David Elms says: “Coming to terms with the death of someone close is difficult enough without the additional complications of the practical issues involved. There is so much administration that needs addressing at a time when many are at their most vulnerable. The guide is a starting point which, combined with local professional advice, will help people to deal with what has to be one of the most difficult periods of their life.”

Recommended

Flight leaves IFA post for Shadow Cabinet

IFA champion MP and Investec co-chairman Howard Flight has been promoted to the Shadow Cabinet but will no longer represent IFAs&#39interests in Parliament.Flight&#39s promotion to Shadow Treasury Chief Secretary from Shadow paymaster general follows Conservative Party leader Iain Duncan Smith&#39s recent frontbench reshuffle.Flight has repeatedly raised the plight of IFAs in Parliament, taking the lead […]

Decision trees could take in stakeholder suite to curb misbuying

Decision trees could be extended to cover the Sandler review&#39s stakeholder suite of products in a bid to prevent a rash of misbuying and to conform with future European law.An overlooked clause of the Sandler report acknowledges potential for consumer detriment in the stakeholder suite of products, such as when the investor has not got […]

IR propose changes to Isa regs

Isa providers will no longer be allowed to lock-in investors for long periods, prevent them from withdrawing or transferring their funds under changes to the regulations released this week.Assuming the Treasury approves of the new rule changes, as of October 1 Isa managers will no longer be able to require lock in periods for five […]

51 % PI hike for DBS members

DBS has today secured professional indemnity insurance cover for its members, that will see members paying a 52 per cent higher premium than last year.The network says the increase in premiums should be seen in the context of increases in PI cover premiums across the industry.DBS public relations and communications manager Sue Lewis says: “This […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com