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Pensions/ Investments MAP’ped out

26th January 2011

Money Advice and Planning (MAP) franchisees really appreciate the way that they do pensions/investments for clients as this is so different to what anyone else does. In MAP's opinion, this will give MAP franchise advisers a head start over other advisers, when they can show a client our methodology for investing.

To start with, MAP never put their clients money into just one or two funds – they usually always use 10 funds with 10% of the clients money in each – so that gets them off to a good spread of funds to start with.

The funds are taken from MAP Franchise's Recommended Fund List (RFL), which is reviewed on a quarterly basis, so that they pick up current trends in investment returns. The RFL includes all those funds that are CONSISTENT in their performance, and of course are showing something half decent in terms of returns as well.

MAP also use the RFL to analyse existing clients holdings, and if they have funds that have since dropped off the RFL – then MAP franchisees merely switch them into funds that still are there. This way, MAP aim to always keep their clients funds in the better performing areas at all times – not just at the commencement.

All MAP are trying to do is to MAP the correct way to place pensions/investments for clients, and so give clients some comfort that their investments of whatever nature, are being well looked after. MAP have had a reasonable bit of business over the years, simply because clients know that they are not going to place pensions or investments and then walk away – instead MAP are more active in monitoring where their client's money is – and that is how MAP franchisees give clients a service that they think is second to none.

MAP franchise advisers will have a good start on other advisers using this method, and it is solely because MAP have developed the underlying systems to do this for clients.

To find out more about starting a franchise with Money Advice and Planning, please complete the form below, now!

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