Aifa, Ami, plan for the future

  • Story by: Stefanie Ives
  • Magazine: MortgageAdviser
  • Published Wednesday , March 05, 2008

Aifa and Ami have published a joint view point on succession planning which aims to provide guidance to firms and individuals retiring from financial services or selling an authorised business.

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This is being launched as part of a wider campaign by Aifa to address the issues facing retired or retiring IFAs and includes advice on the ownership of clients and indemnity insurance for retired IFAs.