How can smoothed With Profits investments support multiple client scenarios?

by | Feb 9, 2024

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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.


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