Technology to Reduce Investment and Pension Running Costs

Posted by siteadmin on Wednesday 19th of October 2016.

Outside the financial industry, relatively few people realise that ‘wrap platform’ technology has dispensed with traditional life insurance companies and simply reduced the cost of managing your money.

Buying investments direct
Anyone can buy institutional funds direct, using one of these platforms, and put it in a tax-efficient saving scheme. In fact, our wrap platform enables you to directly access a wider selection of investments.

Taking this a step further, if you liaise with a Scottsdale MoneyWISE adviser, they will apply a consistent investment strategy across all your pensions, investments and savings schemes.

There is almost always a cost saving to be made by not involving a life insurance company, because their higher charges reduce long-term growth.

Viewing your portfolio is as easy as online banking
You can easily view your financial assets online in a similar way that you would view your bank accounts.

The value of investments and the income they produce can go down as well as up, and you may not get back as much as you put in.

A fair and transparent approach
Everyone at Scottsdale MoneyWISE would like investors to benefit from the new wrap platform. Our investment advisers will analyse your investments and pensions to determine what benefit you could gain from moving them. This service is free of charge, with no obligation to buy.

Contact us

If the gains are insignificant, at least you will have peace of mind. However, in most cases the benefits are very significant, and easily outweigh the cost of moving.

Please contact us if you would like us to analyse your investments – free of charge and without obligation.

Archive