Personalised Client Review Service

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When it comes to ongoing reviews, we understand that advisers are facing more complicated decisions for their clients and increased expectations from the regulator, increasing the time and costs to carry out reviews effectively.

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This is why Royal London strives to provide tools that reduce the time and effort you spend on admin and make it easy for you to demonstrate the value of your advice.

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That's exactly what made our Client Review Service so popular, and it's why we're excited to bring your new Personalised Client Review Service.

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Everything advisers already know and love about our existing review tools.

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And we've gone step further.

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The familiar review process is still there, the same clarity, the same ease of use and still at the click of a button.

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The difference is retirement planning is now built in, providing clear, forward-looking context alongside the client's existing information, so you can move more confidently from reviewing what's happened to discussing what happens next, without adding complexity or extra steps.

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At the heart of this is our new adviser report, the Discussion Aid designed to help you prepare the key insights you need ahead of client meetings, giving your conversations genuine direction and providing you with documented evidence to support Consumer Duty and governance expectations.

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It delivers a holistic view of a client's pension and ISA holdings together with personalised insights, retirement planning context built in, sustainability monitoring, the ability to include the latest open market annuity rates and the option to include withdrawal strategies.

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We've made it easy for you by providing default settings and stress tests for retirement planning.

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We know that not every business model is the same, so these settings can be customised at firm or a client level.

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This supports more meaningful personalisation, better segmentation and greater consistency across your client bank.

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Clearer evidence that reviews are delivering good client outcomes.

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So it isn't about reinventing the wheel, it's about enhancing the experience we know advisers already trust by combining the simplicity of existing tools with retirement planning built seamlessly into the heart of the review.

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And we're not stopping there.

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Look out for our new personalised client reports and client facing summary documents that we're launching later this year.