This section of our website is for Financial Advisers

This page and the others in this section are only appropriate for Financial Advisers or IFAs and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.

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The Financial Conduct Authority (FCA) asks us to assess the value of our products and propositions - known as an Assessment of Value, or a Value Assessment. Assessing value is much more than just looking at the fees which our clients pay or the performance of an investment portfolio in isolation. Our assessments report on four Consumer Duty outcomes:

  1. Do consumers pay a price for products and services that represent fair value?
  2. Are consumers sold and receive products and services that have been designed to meet their needs and objectives?
  3. Do consumers receive good customer support as expected? 
  4. Is consumer understanding increased through documentation, use of language and transparency?

The reports will support the due diligence requirements of advisers, and the processes we have in place to embed the new rules, enabling you to produce your own Assessments of Value. All other supporting documentation such as factsheets, due diligence documents and target market information will continue to be available to advisers as required.

Access a report on each of our products and propositions and the value they offer below. 

We encourage you to contact us with any queries regarding Consumer Duty, by writing to us at IntermediaryServices@investecwin.co.uk or by speaking to your Investec Wealth & Investment (UK) Business Development Director or Investment Manager.

Value assessments

Discretionary Management (indirect clients)

MPS on Platforms

AIM Portfolio IHT Plan

Investec Wealth & Investment Trustees Limited (SIPP)

IW&I Fund Service

Structured Product Service

Frequently asked questions

If you have any further questions, please don't hesitate to write to us at IntermediaryServices@investecwin.co.uk or speak to your Investec Wealth & Investment (UK) Business Development Director or Investment Manager.

  • What is an Assessment of Value?

    An assessment of value (also known as a value assessment) is a review of a financial product's costs and benefits to ascertain whether it provides good value for customers. This assessment is carried out on a regular basis to ensure that the product remains good value over time. 

  • What's outlined in an Assessment of Value?

    The assessment of value takes into account a range of factors, including:

    • A product's charges
    • A product's performance
    • A product's features
    • The level of service provided 
    • Whether the product is meeting the needs of its target market 
    • Whether the product is delivering good outcomes for customers

  • How are Assessments of Value submitted?

    We make the results of our assessments of value available via this webpage. 

  • What happens if a product is found not to provide value?

    If we identify an issue with a product's value, we will take steps to address those issues and improve the product's value for customers.

  • How often are Assessments of Value updated?

    The frequency with which the FCA requires firms like ours to update our assessments of value varies depending on the type of product in question, but Investec carries out an assessment of value for each product/proposition at least once a year.

  • How can I find out more about your Assessments of Value?

    Please don't hesitate to write to us at IntermediaryServices@investecwin.co.uk or speak to your Investec Wealth & Investment (UK) Business Development Director or Investment Manager.

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Important information

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.