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Preventing Later Life Crisis virtual seminars, Part 3 - Preparing your clients for what happens at the end

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In this session, Colin Simmons, Pension Business Development Manager, Pru, Les Cameron, Head of Technical, M&G Wealth and Anne Wadey from the National Bereavement Service considered what happens on the death of a client - the practicalities of the impact their death will have on their various investments, and the pastoral aspects of dealing with a bereaved family.