Standard Life has launched new platform technology aimed at advisers in the discretionary fund management (DFM) space, Individually Managed Accounts.
Individually Managed Accounts (IMA) offers an ability to personalise client instructions and outcomes - a first in UK platform market technology, Standard Life said. IMA uses established concepts of...
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It’s instinctive that clients want to avoid tax charges, and it’s no different when it comes to the lifetime allowance, but kneejerk reactions could result in more negative outcomes for the client. In this article Neil MacGillivray explains how advisers...
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