Sanlam UK urges advisers to look again at investment bonds

News Team, 07/04/2021

Sanlam UK is urging advisers to give investment bonds renewed attention.

A survey conducted by Technical Connection for Sanlam in February found 56 percent of respondents do not understand the tax deferment and tax efficiency that insurance-based investment bonds can offer.

The survey – which polled 500 advised clients with over £50,000 in investible assets - found half of these (26 percent) would be keen to find out more.

Two thirds (63 percent) said they would ...

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