FT AdviserJan 14 2025

‘Client trust is key to overcoming common disclosure barrier’

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‘Client trust is key to overcoming common disclosure barrier’
© (Addictive_Stock/Envato Elements)Disclosure is key to providing a personal service to customers, says Phoenix Group’s Michael Reed-Smith.
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Advisers and providers face a common barrier in our attempts to support people in vulnerable circumstances: the difficulty of encouraging people to share what they are going through, whether permanent or situational. It’s a crucial hurdle to surmount as the more we know, the better chance we have of putting appropriate support in place.

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