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Where clients are investing for the longer term, it may be worth revisiting whether cash remains the right home for all their savings.
Many clients have built up sizeable cash holdings over recent years. In some cases, that's entirely appropriate. In others, particularly where clients are investing for the longer term, it may be worth revisiting whether cash remains the right home for all their savings.
Central Bank guidance on the Ongoing Suitability of Long-Term Life Assurance Products has reinforced the importance of regular reviews to help ensure investment decisions continue to meet clients' needs and objectives. To support those conversations, we've put together several resources for you and your clients.
This client-friendly guide explores:
The guide includes practical examples that can help clients understand the trade-off between keeping money in cash and investing for the longer term.
Download Investing in Cash Guide
You'll also find a range of client-friendly articles and resources on our Investment Coach Hub covering topics such as long-term investing, diversification, euro-cost averaging and managing market volatility.
Aviva BrokerSecure can help you identify policies invested in cash. You will need to review individual policies to understand the level of cash exposure in each case. This guide outlines where to find this information and can help you identify clients who may benefit from a review.
Download BrokerSecure Guide to Cash Funds
Cash plays an important role in many financial plans. However, for clients with longer-term objectives, a review may help ensure their savings are working towards the outcomes they're trying to achieve.
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment can go down as well as up.
Warning: If you invest in this product you may lose some or all of the money you invest.
Warning: The income you earn from this investment may go down as well as up.
Warning: This product may be affected by changes in currency exchange rates.
Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie
Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.
