How to prepare your clients for Brexit volatility

But for those clients who have immediate retirement income needs, or who are in the coming months planning to go into drawdown, the prospect of dramatic moves in the stock market and currency markets as a result of the UK's exit from the EU might be particularly worrying.

For advisers, this is a time to not only reassure clients but also to emphasise the need to avoid timing the market and instead focus on both their short-term and long-term plans.

As the UK's departure date looms, what can advisers do to help clients who might be worried about their portfolios?

What impact could a no-deal Brexit have on short-term savings and investment needs? How can advisers talk to clients to reassure them?

Talking Point, in association with Schroders, considers how advisers can help to steer clients with short-term needs through any Brexit volatility.

The report, which can be read by clicking the link in the image above, qualifies for an indicative 30 minutes' worth of CPD. 

eleanor.duncan@ft.com