HELPING YOU DO MORE FOR YOUR CLIENTS IN 2022
It ’ s fair to say we all deserve the chance to really enjoy the Christmas break . And given what we ’ ve gone through , this year ’ s festivities will hopefully feel that little bit more special .
A number of your clients are likely to have some questions about their long-term financial future . The service you ’ re providing them with planning their legacy is so important . You ’ re providing them valuable peace of mind about their future plans for when they ’ re no longer here . But what about the years before then ? At Skipton Building Society , we could help you to help your clients even further . We ’ re proud to work closely with the Society of Will Writers , and by working together you could offer your clients access to personalised financial advice .
By recommending our services , you can be confident we ’ ll look after your clients . Especially as there is no pressure to act on the advice they receive , or an upfront fee to pay to hear it . They only have to pay a charge if they decide to take up a recommendation .
2021 began with the UK under the cloud of another national lockdown , before the speedy roll out of vaccinations helped life return towards something approaching normal . The last few months of the year have not been easy – from rising inflation impacting on our bills and everyday spends , to the unwelcome emergence of a new Covid variant . It all means that , going into 2022 , many of us have a lot on our minds .
6 the society of will writers