Provider Royal London has launched a drawdown governance service for advisers to help them keep track of clients' portfolios and manage moderate sized pots more efficiently.
The online portal gives advisers an overview of all their clients' drawdown investments with Royal London and flags when things are going off course. The provider currently has about 51,000 income...
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Senior Managers Regime
Interest rate outlook unchaged
FCA made demands last week