Help clients to explore alternative options to savings ‘pot’ withdrawals
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
Financial advisers can guide their clients on how to manage the knock-on effect of rising costs without compromising their long-term financial wellness.