FOR ADVISERS ONLY
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.
Download our award images to add to your reports:
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