Have you ever stopped to think about the assumptions baked into a fact find? A tickbox for “marital status.” A question about “your wife” or “your husband.” A box that asks for “gender” with only two options to choose from. A form that only makes room for children who are biologically yours.
These assumptions, and experiences of LGBTQ+ clients raise some important considerations for financial planning and, as paraplanners, we are well placed to make sure the file and the advice reflects who the client actually is, not who they’re assumed to be.
Join us at 1.00pm on Wednesday 7 October as we explore what paraplanners may be unintentionally overlooking when working with LGBTQ+ clients, and how to build a process where those clients feel understood without ever having to justify who they are.
Jawaad Tanwir, of ParaplanX is hosting this conversation and is joined by Esther Clemmey of Integrity365 and Jamie Lowe of True Self Wealth.
Together, they’ll look at where assumptions most often creep into the advice process – about marriage, gender, children, beneficiaries and “chosen family” – and the practical planning issues that follow including: Wills and intestacy for unmarried couples, pension nominations, protection underwriting, international planning, and later-life concerns about who gets recognised as next of kin.
During this Assembly we expect to
- understand what paraplanners may unintentionally overlook when working with LGBTQ+ clients
- explore the practical planning issues that can arise
- consider how to build a process in which LGBTQ+ clients feel understood, without making assumptions
Sound like something you’d like to know more about? Save your spot now.
