Are your clients still on track?

21 February 2019

Share

Share

Our drawdown governance service (DGS) has been designed to help you monitor the sustainability of your clients’ income and see when things are heading off track.

Every quarter, our drawdown governance service calculates a new income sustainability score for your clients, based on what’s happening in the market.

Our service will:

  • use the information you provide to calculate an income sustainability score for your clients
  • proactively track your clients' progress against their score every quarter and highlight any changes
  • provide the information you need to review your drawdown clients quickly and easily
  • produce an easy to read client report

All of this comes at no extra charge.

The last quarter of 2018 saw a 14% drop in the FTSE.  With more volatility predicted in the months ahead, there’s never been a better time to use our drawdown governance service.

Log in now to see if your client's sustainability scores have changed.

More information  

Read more about our drawdown governance service or speak to your usual Royal London contact.  

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.