Ascentric adds WAY IHT plans to wrap

clock

WAY Group has signed a deal with Ascentric to offer its three IHT plans to advisers through the wrap platform.

By the end of January, WAY plans to make its Flexible Inheritor Plan, Gifts From Income Inheritor Plan and Inheritor Loan Plan available via Ascentric. Technical director Paul Wilcox says each plan is designed to suit clients with differing circumstances. "Way recognises that no two cases are the same, hence the reason for us developing such a wide, all-encompassing range of IHT solutions," he says. Wilcox believes the move to Ascentric will make it easier for IFAs to switch and manage client funds within WAY plans. As well as the WAY plans, Ascentric also offers advisers access to ...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Technology

Single pane of glass: Unifying communication supervision across channels

Single pane of glass: Unifying communication supervision across channels

Consolidates communications from multiple channels into a single, real-time dashboard

David Clee
clock 07 May 2025 • 4 min read
PA360: AI 'here now' and transforming adviser workflows

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

Sahar Nazir
clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read