Clients don't actually care that much about pensions or ISAs or any other product on the market, writes Lawrence Cook
Advisers are increasingly coming round to believe that their core role is to help their clients achieve the lifestyle they want without worrying about running short of money or dying without passing on their wealth as they intended. Clients want the peace of mind of knowing their finances are on track. Contrary to the beliefs of many in the industry, clients don't actually care that much about pensions or ISAs or any other product on the market. What is important to them is the end result. However, we can find ourselves focusing on these products because of the regulator's focus on...
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