FT Adviser

In Focus: How to help clients when their plans change

Dec 20, 2021 · 30 min · 29.8 MB
0:00-30:59

Streams straight from the publisher. podnod never proxies or re-hosts episode audio.

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.



The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.


Hosted on Acast. See acast.com/privacy for more information.