Aegon Scottish Equitable has unveiled a new online with-profits analyser for intermediaries.
The tool, available through the company’s extranet, will allow IFAs to assess whether their clients’ with-profits bonds remain a suitable investment or whether they should move into different products. The company has teamed up with business consultancy Towers Perrin Tillinghast and Cazalet Consulting to design the product to ensure it is IFA friendly. Aegon claims it takes advisers using the tool less than 15 minutes to answer the ten compulsory FSA questions designed to determine transfer suitability. David Aaron, marketing communications manager for investment products at Aegon...
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