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This month we're introducing CPD Light Bites. These are short 5-minute courses to highlight an important topic in the profession, ready for you to share and discuss with your members.
The Chartered Insurance Institute (CII) Group has published findings from its Great Wealth Transfer Roundtable, warning that the financial planning profession is underprepared for the largest intergenerational transfer of wealth in UK history, estimated at £5.5 trillion by 2050.