『A dead interesting Assembly on death and dying』のカバーアート

A dead interesting Assembly on death and dying

A dead interesting Assembly on death and dying

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An odd feature of paraplanning is that quite a bit of our time is spent designing strategies that are all about the inevitability of death but – just like in our everyday lives – lots of our clients seem reluctant to talk about death and dying and being prepared for it.Yet the financial grief that families and friends face following a death serves only to compound the overwhelming emotional kind.That’s what this Assembly is all about. Kylie Clark of Wealthtime, Katy Hancock of Dorothy House Hospice Care and Lucy Halliday from Argonaut Paraplanning joined Richard Allum to talk about death and dying.Because at a time when a growing percentage of clients are reaching an age when they should be dotting the i’s and crossing the t’s in plenty of time before they die, what can paraplanners do to help them get death-ready?What you’ll learnOut-of-date expression of wish forms, account and app passwords, overseas accounts, tracking down former advisers and solicitors – what are the biggest and most frequent problems following death? And what can clients and their families do to avoid them?The way firms handle bereavement is one of the most significant sources of complaints across financial services. With bereavement support about to come under the FCA’s spotlight, what can advice practices do to improve things?Learn how the ‘last 1,000 days’ concept could offer a lens to help clients and their families planGrief isn’t just the client’s, it’s the paraplanner’s too. How we’ve been able to acknowledge grief in the past influences how we’re able to help clients experiencing it now and in the future.Watch nowParaplanners from all across the UK got together to share ideas, ask questions and break the big taboo about death. Plus there’s one hour’s CPD available.Missed it? Then follow the links below and watch the replay or catch up with the podcast now.Useful linksThere were loads of links shared by our guests and paraplanners in the Chat during this Assembly. We’ve listed them below. If you watch the Replay at Crowdcast, you can also see the very active Chat contributions posted throughout the session.Watch: Replay at CrowdcastWealthtime's Bereavement HubDorothy House's 'Part of Life' siteDorothy House’s information hub for end of life planningDownload 'Peace of Mind' Planner (PDF)Taking care of your digital legacyPodcast with James Norris about digital legacy planningAnswers to the most Googled searches about deathFCA: Announcement of focus on supporting bereaved customersDorothy House: Children and Young People's Wellbeing HubLottie.org for care statsThe Good Grief TrustAge UK: LifeBook to record practical details of your life Hosted on Acast. See acast.com/privacy for more information.
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