FOR ADVISERS ONLY
Business Support Unit
Your business support consultant offers you a dedicated, named point of contact who can help ease the burden of your ever-changing compliance responsibilities.
Best advice systems
We’ll make sure the systems support your business model, so you can achieve the best results for your clients.
Best advice systems
Our online service
We’ll help you get to grips with our online service, so you can cut the time you spend on day-to-day administration.
Online service
Our adviser tools
We’ll help you get started with our adviser tools and any queries you may have.
Our adviser tools
We’ll provide any help and training you might need when using our range of adviser tools, including online demonstrations to show how our tools can support your client conversations.
If you’re already familiar with our tools, we can also offer refresher sessions and help you understand how to get more out of them, for you and your clients.
Best advice systems and tools
We’ll use our in-depth knowledge to help you get the most from the best advice systems available. This will help with the compliance requirements for your suitability reports and let you produce them in the most time-efficient way. We’ll further enhance your research by understanding what your client needs and show how you can improve your compliance process.
Our online demonstrations, which cover all aspects of the research you’re carrying out, can also help you add value to your business processes.
If you’re already familiar with best advice systems, we can also offer refresher sessions and help you understand any changes that may have been made and what this means for you.
- Pension switching reports
- Retirement modeller tool – drawdown scenarios
- Drawdown switching reports
- Provider comparison reports
- Model portfolio price comparisons
- Product filter templates
- Investment research
- Product research
- Create your bespoke investment templates
- Help you with risk mapping
- Create custom products – help you do GPP transfer comparisons
- Risk assessment reports
- Money purchase report – pension switching
- Provider comparison report – new pensions monies
- Retirement optimiser modeller – drawdown reports
- Drawdown switching reports
- Model portfolio cost comparisons
- Product filter templates
- Creating bespoke investment templates
- Alter sector defaults
- Fund research
- Client specific reports – what features are useful for your client
- Personal pension and Income Release reports
- Provider comparisons – individual and group personal pension
- Evidence Governed Portfolios on your research
- Help with risk mapping
- Investment research
- Fund performance and research
- Create bespoke investment templates
- Provider features
Our online service
We’ll provide any training and support you need when using our online service. Whether you have a question about how our online service works or you’d like to know more about how it can save you time on administration, we’re here to help.
- Client statement
- Projections
- Registration and overview of online service
- Individual pension illustrations
- Online client policy servicing
- Investment factsheets and fund performance
- Product literature
- New business tracker
- Change investments
- Supporting product literature
- Group personal bulk review summaries
- Overview of scheme functionality
- New entrant processing
- Contribution processing
- Change investments
- Yearly reviews
- Remuneration reports
- Bulk data downloads
- Noticeboard alerts