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.

In this Assembly, Jawaad Tanwir, of ParaplanX is joined by Esther Clemmey of Integrity365 and Jamie Lowe of True Self Wealth to 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.

Together, they 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 and protection underwriting.

During this Assembly we discussed:

• what paraplanners may unintentionally overlook when working with LGBTQ+ clients
• the practical planning issues that can arise
• how to build a process in which LGBTQ+ clients feel understood, without making assumptions

Sound like something you’d like to know more about? Tune in now.

Useful links

Grab your CPD

Watch in Crowdcast (with chat)

Terence Higgins Trust

Trans Support Hub

Esther mentioned Oasis Church, the inclusive faith space in Reading that she helped found. So we thought we'd link to that too:

Oasis Church Reading

Hosted on Acast. See acast.com/privacy for more information.