Review Your Life Assurance Bonds

updated: May 14, 2012

To obtain a copy of our Guide: Review Your Life Assurance Bonds please click here.

Many investors appreciated the simplicity of investing in a range of funds via a single life assurance bond rather than holding individual unit trusts each with their own paperwork.

However …

The last few years has seen a huge shift in the investment advice propositions of many top financial planners and IFAs towards the use of online wrap services.

We are now in our fourth year of using the Nucleus Wrap.  Instead, therefore, of being restricted to the limited range of funds on offer from a typical life assurance company, moving to wrap offers a far wider range of funds from an unrestricted number of investment houses yet at the same time keeps the paperwork to a minimum.  Single statements cover all of the investments held on the wrap.

Wraps also allow the use of risk-rated, professionally managed investment portfolios.  These can be rebalanced at regular intervals, which stops the portfolio from moving away from the original level of risk set for the portfolio.

To obtain further information please click here for our pdf Guide to Review Your Life Assurance Bonds.