Liverpool Victoria is hoping to make an adviser's life easier with a new guide detailing the essential information about its with-profits fund.
It says the guide ‘The Facts – Refreshingly Transparent’ aims to provide advisers with transparent, clear and up to date information, all in one place to help them when they are reviewing clients’ options. LivVic says the guide includes information “not always taken into account" when trying to make with-profits comparisons. Overall, the document outlines core information about the Liverpool Victoria with-profits fund and addresses key practical issues including: The current spread of assets held in the fund; Who manages the fund and how they operate; A comparison of the Liverpool V...
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