At Imperial Chartered, we continuously review the whole market to ensure you receive the best value, the most enhanced features, and top-tier performing funds for your financial planning needs.
As an independent, whole-of-market firm, our investment team regularly assesses alternative offerings, comparing them with client holdings. We focus on delivering above-average returns while maintaining a strong emphasis on achieving top-quartile performance.
We have been conducting some in-depth market research over the last 12 months looking at the insurance providers we recommend, the underlying funds, the charges but also the features & benefits that are provided.
Our latest analysis reveals that many larger insurance providers have failed to keep pace with modern enhancements, whilst a number of alternative providers are delivering superior value with:
- Enhanced Features – Innovative technology services tailored to evolving client needs. This includes live data feeds, app functions, enhanced reporting & superior functionality for withdrawals & contributions.
- Top Quartile Performance – Consistently strong returns and reliable outcomes. This includes award winning fund management services.
- Costs – Competitive pricing structures for an enhanced proposition.
We are committed to helping you benefit from the most efficient and high-performing solutions. Over the coming months we’ll be providing some recommended changes to client’s propositions.
There will be no initial charge for this service and our overriding advice will be to provide a new proposition with enhanced features, better performing fund performance & at a lower cost.
We’ll be sending more information over the coming months. You don’t need to do anything, but should you have any queries please contact the team at 02921660670 or contact your adviser directly.
Best regards,
Team Imperial Chartered
