As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement. Simplification of pension rules over recent years has made current products easier to use, understand and administer. But, for those customers with older pension products, appropriate management in line with the best customer outcome can present challenges when trying to add value to their investments.
We can help you to optimise your clients’ portfolios through our pension trust, which allows your client to hold third-party pension assets on our platform.
Take a look at how we can support your business in the trust market.Are you getting the most out of bare trusts?
The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.Learn More