Flexible Reversionary Trusts

Charlotte_Collier

Afternoon

Other than Canada Life Wealth Preservation Plan and Quilters (previously Old Mutual Wealth), are there any other FRT solutions in the market place? Is there a research tool you use to look for this?

Kind regards
Charlotte

SA96

I believe WAY Investment Services offer a Flexible Inheritor plan, I think they're the only one outside Canada Life and Quilter. However, I think they offer an FRT based on a collective investment, not an offshore bond.

Persoanlly, I would stick with Canada Life's WPA, they have a long track record of servicing this type of product. From my experience, every adviser who recommends a FRT opens Canada Life's WPA.

For this type of complex product, I would stick with the industry leader.

Charlotte_Collier

Thank you!