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Enhancing our MPS models with ESG and removal of VAT

We are pleased to announce that we will no longer apply value added tax (VAT) on our award-winning, 5-star Defaqto-rated Managed Portfolio Service (MPS) models.

by
Charles Stanley

in Features;

12.02.2021

Following external guidance, we have been working with our platform partners to remove VAT from all our MPS models, effective from 1st March 2021.

We have also announced a new partnership with MSCI which now sees our full range of model portfolios in our Managed Portfolio Service being ESG-rated, which will help advisers meet the growing demand from their clients for socially responsible investing propositions.  

The market demand for MPS has never been stronger and we are delighted that the removal of VAT now sees fees on our Managed Portfolio Services being charged from as low as 20bps and our total charges figure from as little as 30bps.  

This exceptional value, combined with the addition of our new ESG ratings further underpins our commitment to advisers who are seeking greater value for money, whilst responding to changing client needs.  Many clients are now seeking greater transparency on the impacts their portfolios are having on the environment and on our society as a whole.

The greater demand for ESG was highlighted in research undertaken for our latest white paper ‘Book of Stories 2.0’, in which a quarter (23%) of advisers said they saw a greater appetite for ESG/sustainable investing from clients last year.  This is a trend that is set to continue with seven in ten (70%) advisers believing that changing investment trends such as ESG will impact the long-term future of their business.

Book of Stories 2.0 whitepaper will help you to: 

  • understand different attitudes and behaviours toward money 
  • deliver value to the next generation
  • optimise your business for successful intergenerational planning 

Get your free copy

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