Review the plan

Once your client’s drawdown plan is up and running, you’ll want to review it on an ongoing basis to make sure their income continues to be sustainable.

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.

Review clients' plans

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.

Identify changes

Use our service to view your client's income sustainability score and understand the impact of any changes.

Communication

We'll provide templates to help you create your own client reports.

Agree and action

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.

Last updated: 27 Jan 2017

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.