Video: Succession planning (3) – criteria for success
Aviva’s Phil Bayles on being about clear about the goals when undertaking succession planning.
In the third part of this week long look at succession planning Bayles, chief distribution officer for intermediaries at Aviva looks at where to go for advice.
He sets out how individual aspirations and where people are in their life stage will impact each bespoke plan.
But notes that there is no shortage of routes to find expert support including the insurer having a body of well-established advisors who have been through the process.
"In my experience of talking to brokers this is a life
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@insuranceage.co.uk.
You are currently unable to print this content. Please contact info@insuranceage.co.uk to find out more.
You are currently unable to copy this content. Please contact info@insuranceage.co.uk to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@insuranceage.co.uk
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@insuranceage.co.uk