FT Adviser sought the view of Carbon’s financial planner, Richard Wadsworth in a recent review of Axa Life Invest’s new drawdown policy that guarantees a minimum income for life. Unlike other such products, Axa Life Invest claim their Secure Advantage+ product allows savers to turn the guaranteed income option on and off at any time.
In the article, Richard provides a very honest and frank review of the product highlighting the challenges with products that attempt to do lots of things, but often don’t deliver any particularly well.
You can read the whole article on the FT Adviser web site by clicking here, and if you want to discuss your own financial plans or investments, email us at firstname.lastname@example.org or get in touch on Facebook, Twitter or LinkedIn.
You can also view Richard Wadsworth’s profile here.
We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.
Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2020
Site designed and developed by Art Department