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Why you should listen to a financial adviser when assessing your PIMS options


A Personal Investment Management Service (PIMS) from RL360°could be the ideal option for you if you’re looking for an investment solution that is straightforward, can respond quickly to market developments and that suits your individual lifestyle and location. Tailored to high net worth investors, it has a range of appealing features.

These policies enable you to hold your various investment schemes under one easy to manage product wrapper and they can offer impressive tax benefits. In addition, they provide you with the option of wealth protection insurance, which is payable on the relevant life assured. This protection covers all of the assets that are held in the PIMS product.

With selling points like these, it is easy to see why PIMS  policies are popular among investors. However, before putting your money into a PIMS product, it is important that you discuss your options with a financial adviser.

Helping you choose the perfect policy

RL360° offers a wide variety of PIMS policy options and without the input of a financial adviser, you may struggle to identify the best solutions for you. For example, you can choose between the currencies pound sterling, euro, Swiss franc, Japanese yen, United States dollar, Australian dollar and Hong Kong dollar. In addition, you can start off with a PIMS Focused policy and then opt to upgrade to PIMS Flexible further down the line. When setting up your policy, you will have to make a number of important decisions and without the input of a financial adviser, knowing what to do can prove difficult and daunting.

This is why RL360° only accepts business from investors who are introduced through financial advisers. These specialists are best placed to help you decide how to adapt your policy so that it fits your requirements and suits your attitude to risk.

The responsibility lies with you and your financial adviser

There is an element of risk associated with most investments and it’s important to realise that the responsibility for this lies with you and your financial adviser – not with your policy provider. By making sure you seek out sound advice, you should be able to identify the most appropriate investments for you. As well as helping to protect your money, this can bring you greater peace of mind.

In addition to offering PIMS, RL360° provides a range of other investment, protection and tax planning solutions. The company has experienced considerable growth over recent years and it continues to thrive. You can get more information about the business, and check out RL360° reviews, online.

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