PLENARY PRESENTATION: THE UNIQUE WORLD OF TREASURY-BACKED NS&I | SPONSORED BY NS&I
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THE UNIQUE WORLD OF TREASURY-BACKED NS&I – ALL THE LATEST SAVINGS OPTIONS, THE KEY TAX CONSIDERATIONS AND THE CLIENT PLANNING SCENARIOS WE COULD BE SUITABLE FOR. AS WELL AS WHAT’S NEW AND WHAT’S COMING...
82% of financial advisers now consider NS&I to be the most trusted savings provider in the UK, and adviser advocacy in NS&I consistently sits around 8 out of 10 or above. However, despite this high level of engagement, advice firms tell us there’s a lot more they’d like to know about the Treasury-backed savings organisation.
When cash can often represent up to 20% of a client’s portfolio, offering both liquidity and peace of mind, and NS&I is usually a popular consideration in this market, it’s naturally key for advisers and their colleagues to be conversant in this area. However, it perhaps doesn’t receive the airtime that other asset types do.
So come along to this session to learn all about the unique, the wonderful and the just plain weird facets of this beloved institution, and how we can really help you in your discussions with your clients and planning their financial futures.
- Obtain a deeper understanding of NS&I’s Treasury-backed savings options, the related tax implications and how the products can be used in different client scenarios as part of the financial planning process.
- Learn some interesting facts, figures and anecdotes about the UK’s most unique financial services product – Premium Bonds – that you can use in your conversations with clients.
- Discover how NS&I products can be used within Trusts, SIPPs and SSASs.
- Learn about NS&I’s large, multi-year transformation programme, our new intermediary strategy and future vision, and what all of these significant developments mean for you and your clients.
