You can create branded, visual reports which delve further into the year on year performance of your client’s plan - and how the future might look for them.
Watch our short demo with one of our Business Support Consultants to find out how our client review service can help you save time and reach more clients by delivering a cost-effective online review for your clients.
If you’d like to receive a demo of our client review service and how it can help you, contact our Business Support Unit.
Hi, my name is Hannah McNab and I’m a Business Support Consultant within Royal London’s Business Support Unit. Our team have in-depth knowledge of the industry’s best advice systems and can help you get up to speed with our tools and online service.
During this demo, I’ll show you how our client review service can save you time and help you see more clients by delivering a cost-effective online review service for your clients.
It’s easy to get started. The first time you use the service, you’ll have the option to upload your company logo and contact details. These will be included automatically within the reports you create for your clients.
Once you’ve done this, simply select the client you want to review from the list of your Royal London clients and the type of review you’d like to carry out.
With just a few clicks, you can create a standard review which delves further into the year on year performance of your client’s plan – and how the future might look for them.
Alternatively, you can choose a custom review which allows you to choose the information you’d like to include, and add your own comments, giving your client a truly personalised review experience.
Regardless of which option you select, the service will produce both a detailed report and a summary report. It’s up to you to decide which reports you want to download for your client.
The client summary report includes the key points you might want to discuss with your client during your meeting. For your workplace clients, you can create up to 20 client summary reports at once – saving you even more time. The full client report includes all the content you’ve selected, which you can use as a leave-behind for your client.
You’ll also get a detailed adviser report, for your own records.
So in just a few clicks, you can create visually engaging, branded reports, you can charge for.
It’s as simple as that!
If you’d like to find out more about how we can help you deliver your services to clients in a way that’s effective and efficient for your business through our range of adviser tools, speak to your usual Royal London contact.
As part of the custom review, you can choose the content you’d like to include in the client reports to create a truly personalised review experience.
This includes new content on a broad range of topics to help educate and engage your clients, including detailed market commentary, ESG and Responsible Investment and financial wellbeing.
Log in now to explore the enhancements.
We believe that our client review service supports advisers to offer cost-effective client reviews. Don’t just take our word for it, here’s what advisers have said about our client review service:
“We use this all the time for RL clients. It’s very unusual for a provider to be giving this level of information and it’s much better than anything else that’s out there”
-Small FA, RL supporter, Adviser, April 2021
“We love the current Royal London review reports and find they are the most comprehensive and best presented of all the other providers we use.”
-Holistic FA, RL supporter, Paraplanner, April 2021
“The RL review tool is my go-to, I don’t think there are any other providers who have something similar or at least as good as far as I’m aware”
-Large FA, RL supporter, Adviser, April 2021