17th May 2021
Managing better outcomes by managing your ISA’s (60 minutes)
60 minutes CPD
On this webinar Les Cameron and Vince Smith-Hughes took a look over how the ISA market has developed and grown since their introduction in 1999. They gathered their thoughts on what opportunities there may be for advisers to deliver better outcomes for clients. What might the ISA demographics tell us about opportunities to deliver better client outcomes, by looking at the planning considerations for those with existing ISA holdings and advice subscribers. And finally they looked at some of the ISA decumulation issues.
This session should help you gain a better understanding of:
- The current demographics of UK ISA holders
- The planning considerations for new and existing ISA holders