Client review service

Whether your clients are preparing for retirement, taking tax-free cash or a regular income, you can use our client review service to conduct a cost-effective review service that hits all the right notes.

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

Whether your clients are preparing for retirement, taking tax-free cash or enjoying a regular income, you can use our client review service to conduct a cost-effective review service for your clients.  

The first time you use the service, you’ll have the option to upload your company logo and contact details.

To get started, simply choose the period you want to review – you can change this to suit your client’s needs.

With just a few clicks, you can create a review which delves further into the year on year performance of your client’s plan – and how the future might look for them.

You can also add your personal comments to reflect your review conversations.

You can view key facts such as plan performance for the review period and since the plan started. And you’ll also have access to more information, like investment benchmarks.

After creating a review, you can create three different types of branded, visual reports - two for your client and one for you.

The client summary report includes the key points you might want to discuss with your client during your meeting.

The full client report includes all the content you’ve selected. You might use this as a leave-behind.

And for you, there’s the detailed adviser report, backing up everything in the client report so you can demonstrate you’ve carried out your due diligence checks.

Each report is saved automatically, creating a track record for each client. So, you’ll be able to view and download historic reports for your records any time you need them…

….you could say it’s got everything you need to help your review conversations hit all the right notes.

To find out more, speak to your usual Royal London contact.

Three reports to choose from

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.