SL boosts adviser offering with PolicyPlus acquisition

clock

SL Investment Management (SL), the traded endowment policy (TEP) and life settlement provider, has acquired former competitor PolicyPlus.

The acquisition, says SL, boosts its offering in the TEP market to IFAs and policy holders wishing to value and sell their endowments. As part of the purchase, SL also acquires the internet division of PolicyPlus International Freetrawl.com. The Freetrawl acquisition, says the company, will complement its existing investment in the TEP Exchange, providing bidding platforms for IFAs looking to sell policies on behalf of clients. "PolicyPlus is a long standing competitor in the TEPs market and one that we have admired and worked with cooperatively over the years," says SL chief executiv...

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 Your profession

Legal insight: Why jurisdiction on divorce is so important

Legal insight: Why jurisdiction on divorce is so important

How does jurisdiction affect the financial outcome?

Neil Graham
clock 30 April 2026 • 5 min read
Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston discusses at PA360

Sophia Panayi
clock 29 April 2026 • 4 min read
Dynamic Planner launches Financial Happiness Index for advisers

Dynamic Planner launches Financial Happiness Index for advisers

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

Sophia Panayi
clock 29 April 2026 • 2 min read