Evelyn Partners has made its model portfolio service (MPS) accessible through onshore bond wrappers across a number of adviser platforms.
The firm’s Core and Index MPS ranges are now available as onshore bonds on AJ Bell (Countrywide Assured bond wrapper), Aviva, M&G (Chesnara Life bond wrapper) Quilter and Transact.
The firm said the move gives financial advisers ‘greater flexibility’ when constructing investment portfolios for clients. The structure can also provide administrative simplicity, particularly for clients who have fully utilised pensions and ISA allowances.
See also: ‘Third option’ for advice client portfolios gaining ground on MPS
Matthew Spencer, head of intermediaries at Evelyn Partners, said: “Advisers increasingly want the flexibility to combine professionally managed investment portfolios with wrappers that support specific tax planning and financial planning objectives.
“By making our Core and Index MPS ranges available through onshore bonds across a number of major platforms, we are giving advisers more choice in how they deliver investment solutions for clients.
“Investment bonds are a well-established planning tool and can play an important role for the right clients, particularly those seeking tax deferral, estate planning flexibility or a solution beyond traditional tax wrappers.”
This story was written by our sister-title, Portfolio Adviser
