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The system has a large database of information to assist the adviser in giving advice to clients who already have With Profits, or are considering a With Profits investment.
Detailed Reports
Detailed reports from independent actuaries AKG are available for every major pension fund, including closed funds. The report includes a series of ratings for the fund.
Projections
For new business, projections can be obtained for With Profits pensions from all major providers.
Performance Data
A wide range of performance data is available including: Actual Payout Results, Annual Bonus Rates and Unitised Fund movements.
Asset Allocation
Asset Allocation data for every major pension fund, allowing you, the adviser, to consider the large difference in asset mix between various With Profit funds.
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