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Axa distribution expands team

Axa distribution services has appointed Richard Lloyd as investment marketing manager.

Lloyd will be responsible for all investment options on the Elevate wrap platform and will also manage the investment tools and investment solutions marketing.

Lloyd joins with 19 years of experience in financial services and worked previously at Friends Provident Wealth Management where he was involved in developing the wrap proposition.

The next stage of functionality on Elevate will include unbundled pricing, a pension wrapper, securities trading and upgraded investment tools. Availability is also being expanded to the wider market.

Lloyd says: “This is a fantastic time to join Elevate. We are participating in an evolving arena and I am excited about leading the Investment contribution to our wrap as we look to create a market leading proposition.”


For whom the bells toll

Picture this. I was chatting with my partner over dinner and the conversation came round to work. My partner asked: “What sort of life cover do you do?” With enthusiasm, I explained a bit about differing types of cover. Perhaps surprisingly, she asked me to explain further, so I talked about LTA, DTA, FIB, CIC, WOL, IP and so on.

A DGT with 100% access and 100% discount?

Clare Moffat, Technical Manager, looks at the benefits of pensions from an IHT perspective. 100% access and 100% discount – what type of wrapper could this be? A pension! Post flexibility there is 100% access (for those over 55) and normally pensions are inheritance tax (IHT) free. With flexibility the options available on death mean […]


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