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Posts Tagged ‘standard life’

Standard Life offer an online reality check!

Tuesday, February 16th, 2010

Give yourself an online reality check

This younger group of customers told Standard Life that they knew they needed a realistic plan for their retirement, and they wanted frank conversations with advisers about their position. Standard Life developed a simple online tool to help them understand their current position, It asks simple questions about their current pensions, salary, how much they can afford to contribute and when they hope to retire, presenting the results in an easily digestible format. Specifically designed for younger clients, this tool might help you save for your retirement.  The website is www.getarealitycheck.co.uk

If you need further help or wish to discuss your options in greater details please contact us.

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Posted in For our clients, Pensions | No Comments »

Is a Standard Life Wrap Account right for you?

Thursday, January 7th, 2010

Typically a wrap account is suitable for clients who;

  • have built up (or are building) multiple assets and investments and want to consolidate them in one place
  • like to be able to view their portfolio of assets on-line
  • value goal-based financial planning
  • value an ongoing relationship with their adviser
  • value the active management of their portfolio, including rebalancing
  • are prepared to pay a fee to you in return for the above.

    • Research would suggest that clients value ongoing relationship management yet advisers are often forced to spend most of their time preparing reports, gathering data and making product recommendations.  Do you value the time you spend with your adviser over the time they spend preparing for that meeting? If you moved your assets to a our wealth management service which incorporates Standard Life wrap or another suitable wrap account, administration would be reduced and adviser time could be maximised.

    If you wish to adopt a Lyndhurst Wealth Management Service which includes a wrap account which is appropriate to your needs please contact your IFA or admin@hicks.co.uk.

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    Posted in WRAP | No Comments »

    Standard Life Wrap Reduces Charges

    Wednesday, July 29th, 2009

    Standard Life Wrap offers better value 

    Standard Life aim to offer an unrivalled wrap proposition. To achieve this they keep our pricing and charges under constant review.

    In April of this year they made some important changes to our Wrap pricing structure. The main change was to reduce the annual administration charge by 20 basis points (0.20%) immediately and introduce a £240 annual charge payable in arrears on SIPP and International Portfolio Bond (IPB) from April 2010.
    Following extensive consultation with us and other advisers, they have decided to remove the £240 annual charge before it takes effect, while retaining the 20bps cut. This means that every customer in Wrap SIPP or Wrap IPB is better off as a result of the re-pricing activity this year - none of them will pay the annual £240 charge.

    Please click here to login to your Standard Life Wrap Account
       

     

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    Posted in Pensions, SIPP, WRAP | No Comments »