Don't let them down

Financial advisers should write pensions and insurance in trust. Sadly, around 80% of policies written in the UK are not written in trust, according to Financial Adviser (29 April 2010). It can give rise to some horrendous consequences, including delays in the payment of the proceeds, loss of control of the money and unnecessarily last amounts of penal Inheritance Tax being suffered.

Proper asset protection involves considering both life policies and pension arrangements, along with everything else owned by clients. Don’t let your clients down. Do something amazing and give your clients proper asset protection.