standard reports available

Proposal reports to present to your client in advance of ordering a 3rd party specialist DB report, detailing your financial + investment planning advice.  Using professional tools, we will calculate critical yield, hurdle rate + income drawdown sustainability as well as help you to prepare the transfer proposal to the FCA firm.

Using professional comparison + research tools, our pension switch reports recommend a new pension arrangement, outlining its specific benefits + how they better fit your client's long-term planning needs.

In advance of your annual review meetings, we prepare financial + investment planning reports to incorporate valuation updates with past planning objectives, the latest tax + regulatory news, project future policy values + offer cashflow modelling where required.

Whether you design your own portfolios or outsource to a model portfolio service, we can prepare advisory + pension fund switch reports for a range of scenarios.

We prepare financial + investment planning reports to fit alongside a DFM's own investment proposal report to demonstrate your role + highlight your financial planning services.

When providing a second opinion for a client's financial planning, whether for 'new business' or taking on FUM, we can produce reports to demonstrate key research + technical expertise.

Utilising cashflow planning + projection tools, our cashflow reports are highly visual + can help identify savings gaps + justify long-term savings recommendations.

Including pensions + offshore bonds, we can provide highly technical reports with tax reporting recommendations + calculations where possible. 

Dependent on client residence, we can help obtain quotes + underwriting indications as well as protection advisory reports.