We use Dynamic Planner for risk-profiling, however it's not very trustee-friendly.
Do you have a specific process in place for Risk-Profiling Trustees?
We remind the trustees who they are investing for (beneficiaries) and to answer with that hat on (not their personal views about what they would do with their own money). Seems to help a bit
Yep, make sense.
We've just had a spout of difficult trustees