The addition of the Cirilium funds to the Flexible Income Annuity product allows
Intrinsic advisers to offer more choice to clients and manage their portfolios
seamlessly and consistently.
In the current economic climate, with clients looking
for a better return from their annuity, our investment-linked solution can
provide income growth, will take into account health and lifestyle, and help
mitigate the risk of inflation.
Chris Jones, Head of Financial Planning, Intrinsic
Financial Services, commented: ‘The Cirilium fund range is highly regarded on
account of its risk control, diversification and track record. We are delighted
that MGM are choosing to include these funds within their investment-linked
annuity range.’
About the Cirilium fund range and Flexible Income Annuity:
The Cirilium fund range is available on a whole of market
basis and can be used by Intrinsic and Positive Solutions advisers using the
Flexible Income Annuity for clients. The funds are managed by Intrinsic Cirilium
Investment Company Limited.
Intrinsic Financial Services was established by Lord
Leitch, the former global CEO of Zurich Financial Services life businesses. The
venture has the financial backing of Friends Life and South African insurer
Sanlam. Intrinsic launched in March 2006 and currently has more than 2100
advisers in the UK. The Intrinsic Group has a current annualised turnover of
over £120m.
The Flexible Income Annuity offers advisers and their
clients a choice of eight risk rated funds, in conjunction with Morningstar
OBSR, covering both active and passive investing.
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