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WAY Group puts IHT plans on Ascentric wrap platform

The WAY Group has made its core IHT plans, the flexible inheritor plan, the ‘gifts from income’ inheritor plan and the inheritor loan plan, available on Ascentric’s wrap platform.

WAY says this will allow IFAs to effectively utilise the entire range of investment funds including its cash fund, new life settlement fund and its range of managed portfolio funds.

Chairman and technical director Paul Wilcox says the link with Ascentric is “going to change the face of IHT planning in the UK”.

He says: “The Ascentric wrap platform allows IFAs to transfer their client’s assets onto a single platform and provide them with the ability to manage their clients’ financial needs, all from one place.

“This provides a significant improvement on the traditional arrangement whereby IFAs introduce their clients to different providers of financial products, and so will enable IFAs to switch funds easily into the WAY plans to achieve the best possible results for their clients.”


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Former Association of Mortgage Intermediaries director Richard Farr says the retail distribution review will be “the touchstone” for future mortgage regulation.

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A new year has signalled a new name for Norwich Union in the UK, to be rebranded Aviva in June this year. Internationally, the firm has been known as Aviva for several years and the listed company has gone by the name since 2002.

Allianz Technology Trust – April 2017

Welcome to the latest update for Allianz Technology Trust PLC from the Trust’s portfolio manager, Walter Price. Portfolio review The Trust’s NAV returned 4.3% , outperforming the Dow Jones World Technology Index return of 2.8%. In US dollar terms, the portfolio gained 4.8%. During the month, stock selection contributed to relative performance, and industry allocation […]


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