Scottish Widows is launching a long-awaited online portfolio tool next month which allows the investment adviser to select suitable funds for clients from the whole of the UK investment market.
Scheduled for release the second week of February, the P2 interactive portfolio planner is being touted by Widows as unlike anything else on the market, and has been designed as a result of intermediary and paraplanner feedback to be used mainly in the back office after the initial client advice session. Risk profiling support has been designed by Edinburgh-based consultancy Barrie and Hibbert and follows a stochastic modelling analysis and fund select process, with an audit trail throughout, to ascertain the client’s investment aims. Risk profiling is ascertained either by completing a p...
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