The Chartered Insurance Institute Group, parent of the Personal Finance Society, has warned that the Financial Planning profession is “underprepared” for the biggest intergenerational wealth transfer in UK history, estimated to be as much as £5.5trillion by 2050.

For at least the past 10 years, the wealth management and Financial Planning sectors have talked about the 'Great Wealth Transfer' but I’m beginning to wonder if much of that is under threat.