Client review service overview
You can create branded, visual reports which delve further into the year on year performance of your client’s plan - and how the future might look for them.
As part of the custom review, you can choose the content you’d like to include in the client reports to create a truly personalised review experience.
This includes content on a broad range of topics to help educate and engage your clients, including detailed market commentary, ESG and Responsible Investment and financial wellbeing.
Our client review service reports have been tested with customers to ensure they're clear and easy to understand. So you can feel confident your client is getting the information they need to help them make informed decisions.
Benefits for you and your clients
For your clients
Find out more
Log in now to use our client review service or speak to your usual Royal London contact to find out more.