How can using smoothed With Profits help deliver effective financial planning solutions for your clients?
Wesleyan have introduced a modern version of With Profits to the smoothed fund market – a transparent life and pension fund that has been specifically designed for financial advisers, available via independent wrap platforms.
By homing in on some key areas of financial planning, they look at how these types of investments can benefit a range of clients, including those still working with mortgages, as well as those approaching or already in retirement.
For practical solutions that can be easily implemented across a range of different client types and circumstances, access your copy of the supplement here.
