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Posts Tagged ‘WRAP’

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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    Are you Derren Brown? Can you predict the future?

    Thursday, September 10th, 2009

    You may have seen the Channel 4 show, “The Event Live” in which Derren Brown revealed a pre-selected set of lottery balls shortly after the real ones were drawn.

    Can he predict the outcome of the lottery results, or the next day’s stock market movers?

    It would be nice to think so, but the truth is he can’t and neither can we. That is why we don’t chase stocks or asset classes investing for short term gains. We allocate our clients investments in a diverse mix of asset classes appropriate to their investment risk which over the longer term should perform in all market conditions.

    Do you know your investment risk? Do you know your attitude to risk? Do these 2 numbers match up?

    To find out the answers contact us and we will reveal all!

    Derren Brown will also be revealing all tonight on his follow up show.

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    Posted in Wealth Management | 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 »