Independent financial advisors have a key role in advising on solid pension schemes in the third pillar
Evi van Lanschot, the online investments services provider of Van Lanschot Kempen, is entering the intermediary market for pension investments. This will enable independent financial advisers to directly offer Evi's pension solutions to their clients. Also, they can make use of Evi’s knowledge and services in the third pillar pension investment.
Chris Zegers, Managing Director Evi van Lanschot: ‘As the Dutch pension market is becoming increasingly individualised, more and more people need to take responsibility for their owns pensions. To arrange that in a solid way, good information and clear advice is important. Evi believes that independent financial advisors have a key role to play in providing advice to self-employed persons and entrepreneurs.
As a specialised online investment service provider, Evi offers clients of independent financial advisers the opportunity to shape their future plans based on their specific situation. In doing so, we not only provide digital tools, but also help the clients to start up the service. This allows the adviser to focus on providing personalised pension advice to the client, with all the attention that this requires.'
From 21 August 2023, it will be possible for independent financial advisers to offer Evi’s pension solutions. A team of Evi account managers is ready to provide any support that they might need. Furthermore, an Evi client service team is available to personally assist financial advisor clients with onboarding and other queries. This gives advisers the space to stay focused on client relationships and financial advice, while Evi takes care of the administration and the process of onboarding.