Different types of trusts can help provide excellent opportunities to support the advice you give your clients, but there are risks. As experts in trusts, we can help you to make the most of the opportunities while helping you to manage the risks to your business and your clients.
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.