Pensions  

We need to uncomplicate end-of-life admin

Stephen Moses

Stephen Moses

My dad has taken advice from various advisers over the years, but I have never been involved, so as it stands, my first interaction with them will be following a bereavement - not a great start to a relationship, and therefore, not one that is likely to flourish. 

By using tools like Zenplans, advisers have a great opportunity not only to improve their relationship with and service to their current clients, but to create new ones with the next generation too.

And given that this generation is on the cusp of the greatest wealth transfer in history, that is an opportunity not to be missed.

Stephen Moses is founder of Zenplans