Article preview: Financial advisers need to know a lot about you so they can provide suitable advice. This means asking lots of personal questions, a process referred to in regulatory terms as ‘know your customer’. These personal questions will, obviously, focus on financial matters; how much you have, how much you owe and how much you need. The questions will also stray into areas including relationships, aspirations and health. This is all done with the goal of making recommendations that are right for you.
Getting comfortable with uncomfortable conversations about health
This 689 word blog post considers the importance of discussing health conditions with your finanical adviser, especially in respect of ‘invisible’ illnesses. It draws on new research from Standard Life, carried out in partnership with Endometriosis UK. Includes a comment from Barry O’Dwyer, CEO of Standard Life Savings. Written on 19th March 2019.
Your purchase gives you rights to publish this blog post on your IFA, financial planner or wealth manager website blog, news or insights page, along with access to the text of the blog post to copy and paste into your blog. You can publish this blog as written or edit it before publishing, and you can post it under your name.