Sanlam Fund Solutions (SFS) has linked up with Source Pensions to provide advisers access to investment management advice in the corporate pensions market ahead of auto-enrolment.
Under the tie-up, Source will offer SFS' 7 risk-graded Accel passive managed portfolios on its pensions wrap platform. Advisers will be able to access a client's attitude to risk using Sanlam Investment and Pensions' Accel profiler or by using default portfolio choices. The Source platform, one of a handful of schemes which is auto-enrolment compliant, is designed to make the process as easy as possible for all parties - from managing the implementation and registration of the scheme and acting as a trustee to giving clients the ability to transfer existing benefits. Members and em...
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