How can smoothed With Profits investments support multiple client scenarios?

by | Feb 9, 2024

Share this article

In a series of four case studies, Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions for your clients.

Having chosen a variety of different scenarios they explore how With Profits investments can support multiple client scenarios, including the repayment of a mortgage, the lead-up to retirement, taking a retirement income and managing volatility in times of economic uncertainty.

These case studies aim to share practical solutions that can be easily implemented across a range of different client types and circumstances.

 

Access your copy here

Share this article

Related articles

Sign up to the IFA Magazine Newsletter

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode

x