The FCA is scrutinising how wealth firms support bereaved clients. Could you show your process delivers good outcomes?
Who takes ownership when a case stalls?
Can your team explain why fees are still being charged?
The PIMFA Bereavement Readiness Programme, delivered with the National Bereavement Service, uses real cases shared by firms to help your teams practise difficult conversations, fix gaps in your process and prepare for the April 2027 pension inheritance tax changes.
Can your team explain why fees are still being charged?
The PIMFA Bereavement Readiness Programme, delivered with the National Bereavement Service, uses real cases shared by firms to help your teams practise difficult conversations, fix gaps in your process and prepare for the April 2027 pension inheritance tax changes.
