“So you do still need to leave a nomination, an expression of wish with your provider. And please, please, please keep it up to date.”
Charlene Young · AJ Bell Money & Markets · Will your pension face inheritance tax?
Play from 9:16
9:16
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What was described
advise clients to keep their pension nomination / expression of wish up to date
Said nearby on the same subject
“Apologies really have these two components to them. So one is that they express empathy. I wish that didn't happen to you. But then there's this other piece that's accepting responsibility or taking responsibility that you were the one who caused that.”
“If you can keep an accurate, informative customer list that you can act upon, that's a very powerful thing. Whether it's a CRM system, or whether it's just manually, you're putting these customers into a spreadsheet and keeping it up to date”
AB
Ashton Brown
Booked Out: A Podcast for Home Service Business Owners by Sure Shot Systems with Ben Desjardins ·
“When you are advising a client, you should say, well, this is a document that I'm sending you. I'm your lawyer. It's subject to legal privilege. Don't circulate it without discussing with me first.”