In Focus: How to help clients when their plans change
The past couple of years have been difficult for many people in the UK and elsewhere. As a result, people have changed their plans and found their financial futures altered. So what happens when clients change their minds - either because they have to, or because they want to?
How should investment portfolios be structured to help cope with big life-changing decisions? How can investors ride out the sort of pandemic-induced volatility seen in 2020 without being spooked? And can technology help provide the answer? This podcast aims to discuss these questions and more. Joining Simoney Kyriakou, senior editor of FTAdviser, are three panellists: Symon Stickney, chief executive of digital investment specialist Collidr; Jessica Ayres, financial consultant for Timothy James & Partners; and Tony Stenning, chief executive of derivatives specialist Catley Lakeman.
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