Knowing the financial (& practical) implications of divorce, disability & death, is vital!
Publication date:
09 December 2020
Last updated:
18 December 2023
Author(s):
Robert J Reid ACII, APFS, Chartered Financial Planner, Managing Director, Syndaxi Chartered Financial Planners
In this Insurance Institute of London (IIL) inclusion and diversity webinar, Robert Reid ACII, APFS, Chartered Financial Planner, Managing Director, Syndaxi Chartered Financial Planners explained why it is essential you know what will happen if your partner dies, is disabled, or if you get divorced or separate: Do you know where the paperwork is and what the passwords are?
Do you both have a Will? What is adequate Life cover? What is Income Protection/Critical Illness cover for and why is it important? Paperwork and passwords - what’s where and what is it worth? The time for action is now!
By the end of this webinar members would have gained an insight into:
- Why you must act if you are in ignorance
- What needs to be done
- Where you can find more information
Duration: 54 minutes
This document is believed to be accurate but is not intended as a basis of knowledge upon which advice can be given. Neither the author (personal or corporate), the CII group, local institute or Society, or any of the officers or employees of those organisations accept any responsibility for any loss occasioned to any person acting or refraining from action as a result of the data or opinions included in this material. Opinions expressed are those of the author or authors and not necessarily those of the CII group, local institutes, or Societies.