Use our Client review service to get a picture of the performance of your client’s plan quickly and easily.
Client review reports are customisable so you can tailor reviews to your client’s individual needs. They have options to include:
- Detailed market commentary
- Responsible investment insights
- Financial wellbeing information
Historical report tracking means there’s a clear audit trail to help evidence your Consumer Duty compliance.
Access the service
Client review service is available for all pensions and ISA clients through our online service.
Not signed up? Register to use our online service.
Three reports to choose from
Get an idea of what reports look like with these sample PDFs.