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8th September 2014

Canada Life: Investment bonds and collectives - the right wrapper?

Offering clients solutions with compelling tax planning opportunities is a surefire way to demonstrate value in the post RDR world.

Neil Jones, a member of Canada Life's award winning Technical Services Team, discusses the tax planning advantages of onshore bonds as well as highlighting the fund choice and technical support that Canada Life offers through the CanInvest Select Account.

The article also demonstrates the benefits of using Distribution Technology's risk profiling tool, Dynamic Planner - available free for advisers through the Canada Life website. The tool allows advisers to produce a suitable asset allocation based on their client’s attitude to risk.

For more information visit our dedicated onshore bonds website, contact your Account Manager or call our Adviser Support Team on 01707 422927. 

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