Ascentric Pension Account
Feedback from the users of the Ascentric platform has suggested that clients are looking for a simple, low cost pension that also provides the opportunity to consolidate holdings into a single product offering flexibility, choice and transparency.
The Ascentric Pension Account (APA) combines a simple, low cost product with the latest service technology through the Ascentric Wrap. With access to a wide range of funds and securities, instant online valuations and low transparent charges, there are now more reasons to consolidate your client’s pension plans in the APA.
The APA offers your clients the following benefits:
- Investment choice – access to around 3,000 Unit Trusts and OEICS as well as a wide choice of securities, including Specialist Funds, Managed Funds, Investment Trusts, ETFs, Bonds and Cash ensuring that their pension is closely aligned to their risk profile and retirement goals
- Low charges – fees have been kept low in keeping with Ascentric’s position as a cost effective wrap platform
- Tax benefits – access to a pension with all the associated tax benefits
- Income flexibility – ability to draw an income and / or take a lump sum without the need to purchase an annuity and access to phased retirement
- Transparency – the Ascentric Wrap technology offers total transparency of charging in keeping with RDIP
- Accessibility – up-to-date valuations and statements can be obtained online at any time
- Simplicity – the APA is easy to set up and administer.
To find out more about the Ascentric Pension Account and how it can benefit your clients, please contact us on the details below.
Ascentric is a trading name of Investment Funds Direct Limited, authorised and regulated by the Financial Services Authority No. 114432.
This information is intended for advisers only.
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