How I help my clients claim on the FSCS
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Advisers are used to getting frustrated about the Financial Services Compensation Scheme (FSCS), but few will be familiar with helping clients claim on it.
The process is actually mercifully simple, but as Felix Milton discovered, there is more to the FSCS than just claims.
When it comes to helping clients who have been wronged, there are a whole host of other things to consider: how to invest the compensation, if there is any, how to establish and maintain trust, and, crucially, how to spot who needs more help and who needs less.
In this episode, Felix joins Ollie Smith for a special four-part mini-series looking at financial planners' best work, kicking off with a discussion about how he is helping a number of clients either claim on the FSCS, or face down claims management companies.
The discussion lasts for around 20 minutes. If you are interested in sharing your best work on the show, get in touch with Ollie at osmith@citywire.co.uk.
The process is actually mercifully simple, but as Felix Milton discovered, there is more to the FSCS than just claims.
When it comes to helping clients who have been wronged, there are a whole host of other things to consider: how to invest the compensation, if there is any, how to establish and maintain trust, and, crucially, how to spot who needs more help and who needs less.
In this episode, Felix joins Ollie Smith for a special four-part mini-series looking at financial planners' best work, kicking off with a discussion about how he is helping a number of clients either claim on the FSCS, or face down claims management companies.
The discussion lasts for around 20 minutes. If you are interested in sharing your best work on the show, get in touch with Ollie at osmith@citywire.co.uk.