AdviserHangout: Dennis Hall on Bereavement and Financial Planning

 

Financial planning isn’t the simplest job in the world but no matter how complicated and boring you think it is, it’s far more fun to talk to clients about cash flow planning, investing and retirement planning than it is to talk about death –  especially their own. Arguably, one of the most difficult question you’ll ever have to ask clients is what happens to their spouse or dependants when they die.  It may turn out to be one of the most important questions as well.

In the latest edition of AdviserHangout,  Dennis Hall, MD of Yellowtail FP and the author of a new book – Who Will it Hurt When I Die talks about why its important to have this difficult conversation with clients and the planning opportunities that comes doing so.

 

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You can find out a bit more about the book here or just follow Dennis on Twitter for updates.

 

 

 

 

Abraham Okusanya
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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