We are highly experienced in preparing DB reports from the initial sales proposal stage through to FCA DB reports. We also offer reports for flexi-access drawdown, DC switches, LTA planning and tax calculations.
We have experience in preparing client pitches for regular savings plans, including identifying savings gaps and target funds.
We understand international investment products, necessary structures, tax reporting, jurisdictional benefits and encashment planning.
We have experience in researching and advising upon specialist medical protection plans for various regions and specialist personal and medical circumstances.
While we offer compliant regulatory reports, we also support our partners in their sales and advisory process. We can help you identify advisory sales points and prepare high-quality client reports and presentations.
We can help with client segmentation, creating service standards and propositions, as well as preparing annual client meetings and communications.