These are an exciting new development in the marketplace and can provide a great service. . As part of our service, we will assess whether or not these will be of benefit to you and your employees. Put simply, a wrap account is a new concept in pension and investment portfolio management and administration which allows an individual to consolidate and view their financial assets on one platform. Primarily used in the pensions market a corporate wrap gives employees access to the widest possible range of investment opportunities. There are none of the historic investment restrictions and there is complete transparency of the competitive charges. In other words a 21st century fit for purpose pension vehicle.
Furthermore employees can by agreement access the wrap for all their personal investments such as ISA’s etc:
For the Employee it means none of the waiting for an annual statement to see how their pension is performing, they have 24/7 online access and can make any changes themselves.
However, they are not for everyone and we are happy to recommend more traditional product providers if appropriate.
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Please remember that the value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation advice. Equity release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration. There may be a fee for equity release advice. The precise amount of the fee will depend upon your circumstances.
Executive Advisory Services Ltd
67 Lower Road . Cookham . Maidenhead . Berkshire . SL6 9HF
Telephone: +44 (0)1628 532320 . Click here to email us
