Lifetime reveals The Bigger Picture

Specifics of the wrap platform allow IFAs to gather information on and allow “easy transition” of a client’s investments portfolio in one place and “for a single set of transparent fees”, along with data about their Sipp, Isa, Pep and general investment portfolio. Design of the system should allow clients to see exactly what they are paying for advice, investment management and administration, says Lifetime, as the service provides fee-free online rebalancing. Similarly, financial intermediaries also have access to real-time new business reporting, online commission statements and oth...