Client needs:
• To adapt their investment strategies as they plan the final stage of working
• To access part of their investment in a flexible way
• Create an overflow to retirement planning once their lifetime allowance has been used
The HSBC Life Onshore Investment Bond can potentially be used to meet the changing financial needs of clients as they progress through life.
The HSBC Onshore Bond is open architecture so a change in investment strategy to meet evolving client needs can be accommodated.
• To adapt their investment strategies as they plan the final stage of working
• To access part of their investment in a flexible way
• Create an overflow to retirement planning once their lifetime allowance has been used