Skandia has posted an online video showing the seven steps advisers should follow for a robust investment process.
The short video aims to give a "snapshot" into how a flexible investment process can be tailored to meet customers' needs. In it, Skandia chief executive Peter Mann breaks down the process into seven stages, from the initial fact find, to accessing tax wrappers, discussing appetite for loss, asset allocation and fund selection, then the review and ongoing management of a portfolio. Skandia platform specialist Jeremy Mugridge (pictured) says: "A solid, well thought out investment process can help advisers to deliver outstanding results for customers time and time again." Advisers' ...
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