Clients at a crossroads in 2022

As we head into 2022, the pandemic is still ongoing. Variants are still being discovered. Travel plans are changing all the time. The UK and indeed most countries around the world have moved to hybrid working. Meanwhile, advised clients have moved house, saved money, lost money, taken out protection plans, reassessed their retirement goals and now many may feel they are at a crossroads. Where do they go from here? What new plans will they have to make in 2022? Guiding them on their journey are trusted professionals, whose own working models have changed over the past two years.

Tim Morris, IFA with Russell & Company, and Chris Jones, proposition director, for Dynamic Planner, discuss these topics and more with FTAdviser's senior editor, Simoney Kyriakou, in this latest In Focus podcast.


See acast.com/privacy for privacy and opt-out information.