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For Professional Advisers only

Trusts

Get in touch – If you have any questions about our range of trusts, contact your Advance Account Manager on 0345 607 2013.

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Pension trustees

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.

Supporting you

Take a look at how we can support your business in the trust market.

Are you getting the most out of bare trusts?

Supporting your clients

If you’d like to introduce the subject of trusts to your clients, here’s some material you can use to get your conversations started.

Client email template

TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EV and Financial Express.

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EXPERT GUIDANCE IN FUND SELECTION

Let our impartial fund research specialists help you assess and select the right funds for your client.

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