Get in touch – If you have any questions about our range of trusts, contact your Advance Account Manager on 0345 607 2013.
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?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 templateThe addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.
Learn MoreAs the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.
Learn MoreFrom launching new products to making changes to support you through the most recent regulatory change.
Learn MoreAccess to a range of independent tools from EValue and Financial Express.