Ensuring clients continue to be looked after and advisers receive a steady income stream
The Right Mortgage and Protection Network have recently launched a retirement package aimed at all financial advisers, which promises to provide continuity to clients and an income stream to advisers. The Heath Report Three, released earlier this year, surveyed 249 adviser firms on the current availability and future of professional advice in the UK. The report found that 16% of advisers plan to leave the industry through retirement in the next five years. However, retiring is not as easy for financial advisers who own their business. If there is no clear succession plan or no family mem...
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