What impact has COVID-19 had on financial planning?



In this episode we’ll be discussing what impact the events of 2020 has had on financial planning.

The main thing we are really seeing; is peoples focus and priorities are really changing and what is important to them in life, moving from city centres to outside cities and achieving a work life balance.

What is at the forefront of their minds is retirement planning and if they can afford to retire, cashflow planning; mapping out the rest of their life through the eyes of their finances, diversified portfolios and thinking about having an emergency fund.


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This episode was recorded on  30/09/2020

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Podcast information:

The Pulse from Smith & Williamson

Financial Planning Show: What impact has COVID-19 had on financial planning?

Episode 3

Broadcast on Smith & Williamson at 09:00, 9th of NOVEMBER 2020

Available online from 10:00 on the same day .

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