Future Focus
A new perspective on your client's investment options
Introducing Future Focus
With over 35 years of experience in delivering savings & investment solutions to the clients of financial advisers around the globe, we know a thing or two about product design.
Future Focus – our new, flexible lump sum proposition has been developed with you & your clients in mind, providing an extremely competitive product that you can recommend with confidence.
Designed by you
Future Focus has been designed with your feedback in mind, incorporating…
Simple & transparent investment options
Market-leading returns*
Tiered charges & loyalty bonus
Improved access to capital
*Versus peers, using publicly available data, as at 30/09/2024
Supporting the advice process
We have produced an extensive library of Future Focus product literature, to support you in the advice process – visit our literature library & take a look.
For your clients
Future Focus provides your clients with the opportunity to:
build a diverse portfolio from a range of 'Best of Breed' investment options
view their policy details 24/7, via our award-winning online platform
access their investment at any time, taking withdrawals without penalty
invest as a settlor of a Trust/Personal Pension Scheme for the purposes of tax, estate, and retirement planning
secure a competitive loyalty bonus to reward staying invested
appoint a beneficiary so they can pass on their wealth to family smoothly in the event of death
