Keith Churchouse: Two weeks of stark contrast… but some things rarely change

'Life now seems a lot more fragile than it once was'

clock • 4 min read

Keith Churchouse urges advisers to keep a watchful eye on clients who, over the years, may slowly fall into the vulnerable category and need that bit of extra assistance from their trusted intermediary especially during these testing times

In preparation for publication, I had originally written an article on vulnerability, the normal life processes of the end of the tax year and the festival of spring and Easter. With the ever-evolving significance of the deadly global Covid-19 disease, perspectives have vastly changed over the course of a two week period, placing certain aspects of our lives into focus, with some no longer important, and some aspects we take for granted moving front and centre. The Budget, eloquently delivered, is now superseded. Equity markets have fallen sharply, and the real advantages of diverse a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FOS pushes ahead with CMCs complaint fee proposals

FOS pushes ahead with CMCs complaint fee proposals

Ombudsman writes to the Financial Conduct Authority

Isabel Baxter
clock 21 November 2024 • 2 min read
More than a third of advisers have not mentioned Consumer Duty to clients

More than a third of advisers have not mentioned Consumer Duty to clients

Only about a quarter of advisers have mentioned the regulation to clients

Sahar Nazir
clock 20 November 2024 • 2 min read
ISA reform 'under review' after absence in Budget and Mansion House

ISA reform 'under review' after absence in Budget and Mansion House

There are five different types of ISAs available on the market

Cristian Angeloni
clock 20 November 2024 • 3 min read