Guide to advice during the pandemic

Guide to advice during the pandemic image
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The Covid-19 pandemic has turned most people's worlds upside down - either through direct contact with it, or through the transition, almost overnight, to social distancing and working from home.

This has made many changes to many aspects of people's lives, not least financial advisers and their clients.

This could be either the direct impact on stock markets, and consequent impact on investment portfolios and pensions; it could be the housing market, and knock on consequence onto the mortgage market; and it could be as simple as basic issues, such as how does and adviser hold a meeting with clients?

This guide will look at some of these questions, and try to address some of the issues most pressing in advisers' minds.

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