In 2 years time, Child Trust Funds will start to mature. Thousands of policyholders will have to make decisions about either withdrawing their investment or transferring to a new investment product. This administrative pinch point will have huge ramifications for the Association of Financial Mutuals, in terms of cost, regulations & admin.
Ai-London’s new AFM platform will create a seamless portal between policyholders and their CTF investments. Here at Salient Future, we produced a film to explain how the process would work and the benefits it will bring to mutuals and their policyholders.