Adviser > Investment for Advisers > Campaign > Make more time
Make more time
"There are not enough
hours in the day."
every IFA.
Consistently delivering a quality, compliant, investment advice service puts great demands on your finances, your expertise and your valuable time.
The regulatory requirements of TCF and RDR place greater emphasis than ever before on investment governance and increase the amount of work you have to do for your clients.
Many of your clients may rely on you to make suitable investment choices for them. It's crucial that your recommendation comes with a regular review process to ensure ongoing suitability.
How can you make sure that this will always be the case?
Time for a solution – our Governed Range
Our solution delivers what advisers need – but don't just take our word for it.
The Governed Range proved hugely popular with advisers and their clients in 2009 with
- 65% of new individual Scottish Life policies investing in the Governed Range
- 70% of new Group pension schemes using the Scottish Life Governed Range1.
Ultimate Default Fund Award
The Governed Range won the IFA-voted Ultimate Default Fund award in the 2010 Corporate Adviser Awards for providing the choice, flexibility and governance required to meet client and adviser needs.
We have the perfect solution for your business – our award winning Governed Range.
The Governed Range offers:
- 9 risk graded portfolios designed to take care of ongoing suitability requirements
- a series of lifestyle strategies tailored to suit the needs of your clients.
How the Governed Range can help you
Robust governance in place
You can rely on us to apply a robust governance process and to take responsibility for reviewing and monitoring our investment options saving you valuable time.
Ongoing reviews
Any changes to asset allocation are made automatically, so clients know their investments are being regularly reviewed by our Investment Advisory Committee (IAC).
Expert risk consultancy
You benefit from the expertise of a leading risk consultancy, Barrie & Hibbert, who provide input to our Investment Advisory Committee (IAC).
Rebalancing or lifestyling
You can add rebalancing or lifestyling to keep the investment choice constantly in line with your client's risk appetite. So even if you can't meet your clients every month, their investments will remain right for them.
More choice and flexibility
We recently added more funds to our equity fund range, all of which can be used within our popular Governed Portfolios and Lifestyle Strategies. The new funds provide you and your clients with even more choice and flexibility to build your tailored investment portfolios.
Online risk assessment
You can use our online risk questionnaire to determine the level of risk your clients are comfortable with. You can then match that risk level to an appropriate investment option.
Online service
Our online service makes it simple for you and your client to see the lifestyle strategy or portfolio you've set up for them – and it updates automatically whenever our governance review changes any aspect.
All at no extra cost to you.
Let the Governance Range do the work, so you don't have to
To find out how our Governed Range can help you provide a robust, compliant investment process to your clients and leave you extra hours to spend building your business,
- Contact your usual Scottish Life sales consultant or account manager
- Call us on 0845 60 40 800
Find out about our investment process and our other investment options.
- Scottish Life figures: 1 January to 23 June 2010.
For professional advisers only
