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
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