Aviva Financial Advice has expanded its offering to include equity release and inheritance tax (IHT) advice as it moves towards a whole of wealth proposition.
Aviva's financial advice arm began offering investment advice earlier this year after an internal review concluded its original retirement-only focus was too narrow. Equity release-qualified advisers at Aviva FA will join the provider's "referral model" currently operated for its direct sales where advice queries are directed to panel members. Regulated financial advice is mandatory for all equity release cases. It said enquiries for new equity release business and additional borrowing will be split equally between the providers on the panel. It added equity release business received ...
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