When an IFA wants to recommend an investment to a client, one of the key pieces of information that...
When an IFA wants to recommend an investment to a client, one of the key pieces of information that will be used is a product-specific illustration. Illustrations from more than one company are obtained to enable different companies' products to be compared. But are the IFA and client always comparing apples with apples? Clearly the IFA wants to be able to demonstrate to the client that the investment being recommended offers excellent value for money. The most obvious factor, often the starting point, will be the potential net return the investment can provide, which means looking at...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
