This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. 

 Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-of-a-kind online platform called The Kinvault that protects clients and their wealth, reduces stress for families upon the death of a family member and allows timely support from the client's Financial Adviser. 

 By 2027 it’s expected that wealth transfer will nearly double from the current levels of £69 billion to £115 billion every year, its common for Financial Advisers to find out about a client's death only after AUM has started to be withdrawn, Despite the financial adviser being treated in life as one of their clients most trusted advisers. 

 In this episode we cover:

•  Why The Kinvault and their industry-leading handover is revolutionising the way Financial Advisers hold on to and unearth new AUM opportunities.  
• Why the STEP qualification is so important in the will writing process. 
• The pain points financial advisers are experiencing during this process and how the Kinvault is reducing stress for everyone involved. 
• Why clients can seek comfort knowing their Financial Planner will support their loved ones and help them to manage the inherited money. 
• What can be stored in the Kinvault
•  Why white labeling the Kinvault offers a deeper level of trust.  

 If you would like to find out more about partnering with Kinherit then book a demo today, or message [email protected] directly for an introduction.  

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.