intelliflo partners Estgro for new estate planning tool

By bridging financial and legal services, ‘we enable advisers to deliver holistic financial advice’

The precise rules as to how this will work remain subject to confirmation

The deal takes the group’s client assets to over £1.6bn with over 30 financial planners and c. 5,000 clients

The new IP product is in addition to Scottish Widows’ existing Term, Multi-Benefit and Mortgage Protection products

The PFS will be ‘securing permanent arrangements to ensure the continued high quality of leadership that our members deserve’

United Kingdom