Skandia has launched a with-profits bond analysis tool to help advisers assess if the products are still suitable for clients.
The online tool, which uses independent data on with-profits funds, allows advisers to compare the bonds with other investments as well as identify possible exit opportunities. Skandia says the opportunity to review with-profits investments provides advisers with opportunities to talk to clients about their investment portfolio, as well as helping meet regulatory requirements. The With Profits Analyser contains details of the asset allocation of all open and closed with-profit bond funds in the market, as well as historical asset allocation details. Advisers can then compare this w...
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