Integrating Technology in Estate Planning: Opportunities for Will Writers
As a will writer, the service you provide your clients is personal. Being able to communicate well, listen to and empathise with clients’ needs, and offer them the best, most suitable estate planning solutions, are all essential to delivering a premium will witing service. With this in mind, introducing technology to a process that relies […]
Comentis launches equity release mental capacity assessment
Comentis, a duty of care assessment company, has announced the launch of a “tech-enabled mental capacity assessment” for the equity release sector. Designed to ensure conveyancers and solicitors are suitably equipped to assess borrowers’ mental capacity, Comentis is launching a new capacity assessment with Equilaw for those equity release borrowers that are suspected of lacking capacity. The […]
DWP unveils plans for £1.4 trillion in pension assets to deliver for savers and economy
The DWP set out plans to ensure the £1.4 trillion held by pension schemes delivers for savers and the economy. Plans include making surplus extraction easier for well-funded Defined Benefit (DB) schemes, alongside a public sector consolidator operated by the Pension Protection Fund. The consultation – which runs from today (Friday 23rd February) until Friday 19th […]
