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

This acquisition follows Kinrock’s previous integrations of CPD and e-learning providers

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

UK News