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Neville James Tep service aims to slash IFA admin

Traded endowment policy specialist Neville James is offering a portfolio management service in a bid to ease the admin burden on advisers and their clients.

The firm says the service has been designed to make investing in Teps more straightforward. It offers four options which can be used in any combination to enable IFAs to choose the level of involvement they have in buying and monitoring policies.

The admin option takes the legal work on transfers of Tep ownership out of the hands of IFAs and will carry out any administration required for investors to ben-efit from life office demutualisations.

The prepaid premium service takes a lump-sum investment up front and administers the endowment premium payments. The gearing option allows investors to increase their investment through bank financing.

The management advice option offer investors advice in setting up a Tep portfolio.

This can either reflect the Tep specialist&#39s investment strategy or that of the individual investor.

Investment manager Mark Hindle says: “The service is designed to be as flexible as possible, giving advisers and their clients access to our expertise in identifying suitable products.”


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