This information tool is available to all professional advisers.
Packed with statistics from life companies, trade associations and market surveys, the guide is a comprehensive introduction to the workings of the TEP market. The document contains information about TEPs in general and also details factors affecting the market price of a policy and its surrender value.
Mathew Roche, marketing manager for Surrenda-link commented, “Our overview aims to give IFAs an insight into the TEP market. In order to ensure the best investment package for a client, professional advisers must keep up to date with all available investment vehicles. This is no mean task. Knowledgeable support and willingness to help the adviser is a crucial aspect for Surrenda-link.”
Roche continued: “The report highlights just how TEPs are developing as an alternative investment vehicle for many investors. As part of a broad portfolio TEPs can offer good returns and continue to grow at a rate of nearly double some high street savings accounts. A fixed maturity date combined with low volatility also make them suitable for retirement planning, university fees and other future expenses.”
