PFS What's new bulletin - May II
UPDATE from 3 May 2024 to 16 May 2024
The Chartered Insurance Institute (CII) has partnered with wealth manager, St James’s Place (SJP), to offer SJP’s financial adviser virtual reality (VR) empathy training to non-SJP trainees.
The Personal Finance Society (PFS) Personal Finance Awards 2024/25 are now open for entry. Recognising excellence across the personal finance profession, the Awards are an opportunity to showcase success, and celebrate those striving to deliver exceptional consumer outcomes.
As promised last month, this month I will cover the various ways of dealing with the so-called loan plans (or gift and loan plans) including ways to unscramble the plans, problems with joint plans and, the most common question: how to deal with the plan when the settlor has died.
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