Aegon Scottish Equitable is launching a new initiative to help financial advisers explain investment to their clients.
'Simply investments' is a new pack containing 13 client facing and 5 adviser sales aids covering a comprehensive range of investment issues. The aids reflect issues that clients frequently want to know more about and reflect a broad range of investment topics - such as tax, risk, volatility, and the difference between property and equity investment. Also included in the pack is a 'Fundamentals of Investing' booklet providing a basic outline of investment concepts, along with a jargon-buster to help clients understand the terminology of investing. David Aaron, marketing communications ...
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