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Dynamic Planner boosts DFM research capabilities

Dynamic Planner boosts DFM research capabilities
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United kingdomChris jonesDynamic planner research hubDynamic plannerConsumer dutyChief proposition officerSingle strategy mapped

AIA redefines wealth planning with a multi-currency savings plan that boasts high potential returns and flexibility

• AIA’s “Global Power Multi-Currency Plan 3”1 outperforms similar products with an expected Total Internal Rate of Return (IRR) exceeding 7%2

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Consumer Duty six months on: Dynamic Planner s Chris Jones reflects on why he believes it s in all our interests to make it work

Consumer Duty six months on: Dynamic Planner s Chris Jones reflects on why he believes it s in all our interests to make it work
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United kingdomChris jonesConsumer dutyChief proposition officerDynamic planner

Dynamic Planner launches Single Strategy Mapped Service

Dynamic Planner launches Single Strategy Mapped Service
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United kingdomChris jonesDynamic planner single strategy mapped serviceSingle strategy mapped serviceKey benefits of single strategy mapped serviceDynamic plannerAsset risk modelConsumer dutyChief proposition officerAsset riskSingle strategy mappedMarket toolProduct target market statements

Brand-New AIA Global Power Multi-Currency Plan 3 Offers High Returns and Extra Flexibility -Asian Wealth Management and Asian Private Banking

Brand-New AIA Global Power Multi-Currency Plan 3 Offers High Returns and Extra Flexibility -Asian Wealth Management and Asian Private Banking
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Hong kongUnited kingdomAlice liangCurrency exchangeGlobal power multi currency plan seriesPower multi currency planTotal internal rateMental incapacity optionChief proposition officerGlobal power multi currency planBetter livesCurrency exchange optionGlobal power seriesLock in optionBonus unlockPolicy split option