My current business model is struggling to offer the complex investment advice the market is starting to demand. How does the Retirement Account help with this?
You are able to build a Retirement Account that is as simple or as complex as you and your clients want it to be. For those wanting an active role, there are over 1,200 Fund Supermarket funds and over 100 in-house funds to choose from. There are also risk rated portfolio funds, and the option to utilise the expertise of one or more of our panel of Discretionary Fund Managers. The selected DFM(s) will take responsibility for their investment advice and the performance of your client’s portfolio, and can give you and your clients the peace of mind that comes from knowing that the portfolio is being managed by investment professionals. Your Scottish Widows Account Manager can put you in touch with our DFM partners.
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