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Evolve.
Individual clients, personal solutions.
Offering flexibility to clients, and to you. Our bonds can adapt to help you meet those evolving needs.
Fund choice and switching options
Offer your clients the diversification of a balanced portfolio with us. Also, clients with changing needs have the ability to switch funds within a very wide range.
More than 300 funds from over 45 fund managers with no tax liability created by switching between them.
Estate Planning
An investment bond can be placed under trust to help your clients with estate planning. We have a range of estate planning solutions and our specialised Tax and Estate Planning Team are on hand to help with your queries.
Investment platform support
Access to the UKs largest independent investment platform through our alliance with Cofunds.
Portfolio Bonds.
Flexible, attractive long-term investment products.
Our Portfolio Bond
A wide choice of funds for greater flexibility
With a diverse range of more than 300 funds from over 45 external fund managers, you can construct a portfolio to meet your clients’ needs.
Estate Planning opportunities
Help preserve your clients’ wealth with our estate planning solutions and the help of our specialised Tax and Estate Planning Team.
Qualifying Investment Plans - Watch Terry Thorpe, Reginal Sales Manager, Legal & General interviewing Emma Holden, IFA on how these plans fit into portfolio planning for high net worth clients.
One less worry!
Use this short film with your clients, to start off those important conversations about estate planning.
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