Wesleyan
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Understanding smoothed funds in changing market conditions, with Wesleyan
Feature brought to you in partnership with Wesleyan James Tothill, an Investment Specialist at Wesleyan, looks at how different types of ISA…
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Smoothed funds: charting a steady path through increasingly uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are put off by complexity…
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Investigating smoothed funds and their relevance in today’s uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are…
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Retirement income review prompts revisits to processes
Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice, according…
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Smoothed operators: why With Profits can be a win-win
Investment markets – by their very nature – are volatile. Received wisdom states that the only way to overcome this volatility is…
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2024: Has cash lost its crown?
During 2023, many investors swapped their stocks and shares ISAs for cash options. But as interest rates peak, will cash retain its…
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Using smoothed With Profits: practical solutions for your clients
How can using smoothed With Profits help deliver effective financial planning solutions for your clients? Wesleyan have introduced a modern version of…
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How can smoothed With Profits investments support multiple client scenarios?
In a series of four case studies, Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Using Smoothed With Profits to help deliver effective financial planning solutions for clients
This is the fourth in our series of case studies designed to show how Wesleyan’s smoothed With Profits Growth Fund could help…
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