Key messages for your suitability reports

To help you compile your clients’ suitability reports detailing why you’re recommending Royal London as the preferred pension scheme provider, we’ve included some key messages about our workplace pension that you may want to use.

Here are the key messages

It’s important that your suitability reports are tailored towards your client’s individual needs. If you would like to find out more about what else you need to include within your reports, our Workplace pension suitability report template may help you.

You should ensure that your own final version satisfies the requirements of your regulatory body.

Simply highlight and copy and paste into your report.

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Download our award images to add to your reports:

Defaqto Ratings 2021 Defaqto Ratings 2021 Corporate Adviser Awards 2021
Benefits Guru Ratings 2021 (formerly F&TRC) Benefits Guru Ratings 2021 (formerly F&TRC) Financial Adviser Service Awards 2021

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.