succession planning

Designed to attract new entrants into the profession

Top financial advice employers

Wants to create a ‘minimum set of standards’

To help advisers deal with the £7trn great wealth transfer

Members include succession specialists from 7IM, MKC Wealth and Quilter

Rethinking succession plans

The Succession Alliance

Advisers confident in their service quality but can benefit from support

Bringing young talent into a firm is ‘an upfront pain for future gain’

Should be an ‘entire phase’, advisers told