Emma Wilcock – Succession Planning
Emma Wilcock FPFS presented this presentation on Succession planning at the LFB Annual Conference in February 2022.
Succession planning is becoming more important with the likely hood of a 100 year life increasing. People are living longer, and that means people need to plan their finances for longer.
Savings and investments, income in retirement, health and welfare and your succession plan all require more consideration.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.