You can use our drawdown governance service to provide a cost-effective review service to your clients.
We’ll provide professional report templates to help you talk to your clients on a regular basis. You can also store a copy for your records to show that you’re providing a compliant review service.
It’s all part of our 5 Star service.
Every quarter, we’ll carry out a detailed review of all the plans that you’ve asked to be included in our drawdown governance service.
Use our service to view your client's income sustainability score and understand the impact of any changes.
We'll provide templates to help you create your own client reports.
Use our service to keep track of how many reviews you've carried out and record any decisions or actions you've agreed with your client.