There are 1 item(s) tagged with the keyword "LPA".

Displaying: 1 - 1 of 1

1. Client education around LPAs is vital

Educating clients on LPAs – and showing them the risks of what could happen if their planning isn’t complete – is key. Regardless of current age and health, LPAs are vital planning tools for all clients to have in place well in advance of them ever being needed.

Tags: APS, LPA, Referrals

Displaying: 1 - 1 of 1

The latest from SimplyBiz

15 January 2020

Pension switching module added to SimplyBiz Group's Centra system

Read more >

09 January 2020

SimplyBiz Group announces new brand for surveying arm

Read more >

02 January 2020

Embracing technology in 2020 will lead to happier clients

Read more >

29 November 2019

Adviser Today

Get the latest news and views from our quarterly newsletter.

Read more >