Wesleyan
-
Webinar – A smoother design for a With Profits fund (earn CPD)
The Wesleyan With Profits Growth Fund was designed with two particular objectives in mind. One was to make sure the design worked…
-
Using smoothed With Profits to help deliver effective financial planning solutions for clients
This is the third in our series of case studies designed to highlight particular ways in which Wesleyan’s smoothed With Profits Fund…
-
Why do advisers use platforms? CPD webinar opportunity
In the current climate, advisers typically use platforms for about 80% of their business, which is a historic change to how the…
-
Webinar: A With Profits Fund with a difference (CPD opportunity)
We are delighted to invite IFA Magazine readers to view this recorded webinar, hosted by Wesleyan, about their smoothed With Profits Growth…
-
Using smoothed With Profits to help deliver effective financial planning solutions for clients
This is the second in our series of case studies designed to highlight particular ways in which Wesleyan’s smoothed With Profits fund…
-
Using the smoothed With Profits fund to clear a mortgage, to reduce the impact of pound cost ravaging
Wesleyan run a version of their flagship With Profits Fund specifically for the adviser market – the With Profits Growth Fund Series…
-
How With Profits funds offer a smoother journey for clients
Head of intermediary Distribution at Wesleyan, Nick Henshaw, discusses the significance of With Profits funds to mitigate volatility and moderate risk. Accepting…
-
How Wesleyan offers a compelling investment solution for advisers and their clients
In this Q&A, Nick Henshaw, Head of Intermediary Distribution at Wesleyan, the financial services mutual, explains how and why he believes Wesleyan…
-
Why With Profits could be key to meeting clients’ appetite for risk
Meeting clients’ appetite for risk is fundamental to delivering suitable advice. The challenge is building a portfolio to accommodate this, while still…
-
Wesleyan: Putting investors’ needs first
Wesleyan, the financial services mutual that has stood strong for over 180 years, is focused on putting investors’ and fund holders’ needs…
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.
