CPD  

How to engage with the next of kin when a client dies

  • Describe some of the challenges that arise when a client dies
  • Explain how to deal with the surviving spouse or child
  • Identify the differences between a lay and professional executor
CPD
Approx.30min

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“Sometimes we get invited to the funeral or wake, or a memorial event, and we value the opportunity to go and meet the rest of the family and let them know that you’re there as a trusted adviser.”

Chloe Cheung is a senior features writer at FTAdviser

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. The process for a lay executor and a professional one is likely to be very similar, true or false?

  2. When is the best time for a client to speak to beneficiaries?

  3. Calling a beneficiary out of the blue, after the client has died, is always a good policy, true or false?

  4. How should an adviser relate to a bereaved family member?

  5. What is the first step an adviser should take in dealing with a client who has died, with regards to their own feelings?

  6. Which of the following is NOT a question to ask the bereaved child or spouse?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe some of the challenges that arise when a client dies
  • Explain how to deal with the surviving spouse or child
  • Identify the differences between a lay and professional executor

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