Navigating the complexities of USP reviews

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Andy Zanelli, head of professional edge technical sales at AXA Winterthur Wealth Management, says the importance of regular client reviews, particularly in the current economic conditions, cannot be over-emphasised.

In recent months, there has been a downturn in fund performance and interest rates on gilt-edged securities which form the basis for the Government Actuary's Department (GAD) rates used in income withdrawal...

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