Client review service

Use our client review service to save time on your regular review process.

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. 

How it works

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.

We’ve enhanced our client review service

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.

Three reports to choose from

 

Benefits for you and your clients

  • You have flexibility to pick and choose the content you'd like to include, so you can tailor the review conversation to your client’s individual needs and circumstances.
  • Create a tailored report for your clients in just a few clicks.
  • You’ll have a clear audit trail so you can keep track of the reviews you’ve carried out.
  • Our service provides all the information you need to review your clients quickly and easily, saving you time and money.
  • You can create branded and personalised client reports to help you demonstrate the work you’ve done and the expertise you’re providing.
  • Allows you to have tailored conversations with your clients on a broad range of topics.
  • Your clients can better understand the position of their pension savings over the review period.
  • Clients will benefit from a personalised review experience.
  • Clients will benefit from additional content, designed to educate and engage them about what’s been happening in the market and what this means for their pension savings.

What advisers have told us

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

Find out more

Log in now to use our client review service or speak to your usual Royal London contact to find out more.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

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. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.