20th December 2007
AXA Wealth Management enhances individual pension proposition
AXA Wealth Management has announced its enhanced individual pension proposition. AXA’s Wealth Management pension propositions all allow for a Discretionary Trust option which is available across their Stakeholder, Personal Pension and Self Invested Pension wrappers. The Discretionary Trusts allow funds to be held in trust for up to 80 years following the death of the investor prior to vesting. The trusts allow pension assets to be passed on to dependents providing the ability to minimise inheritance tax exposure.
AXA Wealth Management’s individual pension proposition is underpinned with technical ability and expertise to support advisers in helping them strengthen adviser / client relationships. AXA’s ‘toolkit’, a folder providing relevant and helpful information, is backed by a team of dedicated experts which can provide support regarding changes in legislation and the increasingly varied options available for clients.
A strong fund range offering across sectors, risk categories and styles provides clients with a dynamic range of funds selected to meet the investment objectives and risk appetites of customers. Included within the AXA SIPP investment range is a new commercial property offering which builds on AXA’s experience in the self-invested property market. In addition, clients are given access to a comprehensive discretionary fund manager panel, fund supermarket, execution-only stockbroker service, AXA Evolution for offshore investment and external Trustee Investment Plans, all within the same wrapper. To assist with consolidation exercises, Protected Rights can be included within the AXA SIPP and invested within the circa 200 range of investment funds.
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