Scottish Equitable is extending its Investment Risk Profiler (IRP) to cover investment bonds and trustee investment plans.
Also, the IRP can now be used with the group's offshore products via Scottish Equitable International.
The profiler is used for setting and evaluating investment strategies for clients. It combines information on a clients' growth and income targets to create an optimum risk profile to meet the clients' financial objectives. Finally, it directs an adviser to a portfolio of funds to suit the clients' objectives within their risk profile. Head of marketing at Scottish Equitable Inter-national, Steven Whalley said: "Because our offshore range is as strong, if not stronger than our onshore, it was logical to launch the profiler with the greatest possible attraction to all IFAs."
The Investment Risk Profiler is web-based and is available through a hyperlink on Scottish Equitable's extranet at (www.scottishequitable.co.uk/adviser).
Head of sales (Personal Investment) at Scottish Equitable, Chris Hudson said:
"This is a one-stop shop enabling IFAs to profile the majority of their clients using the one tool. We firmly believe this is an ideal flexible planning tool for IFAs looking for peace of mind in an environment of uncertainty."
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