You know your client through suitability and attitude to risk reviews. But demonstrating longevity risk and changing your approach for vulnerable clients is delivering on the detail.
Supporting you to provide a bespoke solution to your clients. Whether pre, at or in retirement, we have the platform flexibility to help you deliver the right solution, the way you want to.
Family groups allow our Annual Platform Charges to be based on the value of the consolidated client portfolios as well as providing consolidated reports for better oversight and planning. Charges are applied proportionately for each family member. Underpinned by known costs and no hidden surprises.
How you choose to deliver your retirement investment strategy is up to you. Our flexibility won’t hamper that.
What it looks like for each client and how to maintain it, without incurring additional costs, includes being able to have access to:
We regularly get industry experts and our own technical teams to write on retirement. Regulatory changes, new approaches, building propositions and working with clients’ pre, at and post retirement.
Research, adviser insight and guides. Looking at Centralised Retirement Propositions, strategy reviews and much more.