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You searched for the term drawdown governance service Your search returned the following 40 results...
 
  • Drawdown governance service - Royal London for advisers

    Drawdown governance service Coronavirus has had a significant impact on financial markets – that’s why it’s more important than ever to review your clients’ pension plans - especially if they’re relying on this to provide them with a regular income. Supporting you and your pensions clients Find out...

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    Tools and support

  • Our drawdown governance service turns three - Royal London for advisers

    Our drawdown governance service turns three 25 June 2019 Share Share As we celebrate the third birthday of our drawdown governance service (DGS), let’s take a look at the numbers so far. Over 26,000 customers are registered on DGS. 70% of these customers are taking an income. The average amount...

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    News

    Blog

  • How sustainable is your client’s cash flow? - Royal London for advisers

    How sustainable is your client’s cash flow? 28 May 2019 Share Share We look at some key facts and benefits of our drawdown governance service. We have over 26,000 customers registered for our drawdown governance service Every quarter, the system calculates and flags new sustainability scores...

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    Blog

  • Will your drawdown clients’ income last? - Royal London for advisers

    Will your drawdown clients’ income last? 29 November 2018 Share Share We consider income sustainability and how our drawdown governance service can help you look after your drawdown clients. Recent figures from our drawdown governance service have shown that just under half of Royal London drawdown...

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    News

    Blog

  • Keeping your clients on track - Royal London for advisers

    Are your clients still on track? 21 February 2019 Share Share Our drawdown governance service (DGS) has been designed to help you monitor the sustainability of your clients’ income and see when things are heading off track. Every quarter, our drawdown governance service calculates a new income...

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    News

    Blog

  • Why there’s no such thing as a typical drawdown customer - Royal London for advisers

    ...in terms of being able to take a holistic view of someone’s financial circumstances and requirements and working out whether they have a truly sustainable income plan in place. To find out more about how our drawdown governance service could help you and your clients, speak to your usual Royal London...

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    News

    Blog

  • Sustainable income levels can safeguard portfolio strength during volatile markets - Royal London for advisers

    ...to recover from the effects of volatility. We’ve used the data from our Drawdown Governance Service to model potential outcomes of what would happen to someone’s income if the markets were to drop by 10%, defined by a fall in the FTSE All Share of more than 10%.  The graph below shows five instances...

  • Income sustainability scores updated - are your clients still on track? - Royal London for advisers

    Income sustainability scores updated - are your clients still on track? 14 November 2019 Share Share Our drawdown governance service has been designed to help you monitor the sustainability of your clients' income and see when things are heading off track. Every quarter, our drawdown governance...

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    Income Release

    Tools

    Tools and support

    ...

  • Drawdown trends and safe withdrawal rates - Royal London for advisers

    Drawdown trends and safe withdrawal rates Lorna Blyth 30 April 2018 We consider the emerging drawdown trends two years since the launch of our Drawdown Governance Service. Our Drawdown Governance Service tracks clients’ plans against an income sustainability score and provides advisers...

  • Sophisticated tools - Royal London for advisers

    ...into the year on year performance of their plan - and how the future might look for them.   Drawdown governance service For clients who are taking a regular income, you can use our drawdown governance service to create branded reports to help you track, discuss and manage the ongoing sustainability...

  • Supporting your drawdown conversations - Royal London for advisers

    ...in drawdown. Our drawdown governance service turns three As we celebrate the third birthday of our drawdown governance service (DGS), let’s take a look at what we’ve achieved so far. Find out more To find out more about how we can support your business, speak to your usual Royal London contact. If you're new to Royal London give us a call on 0345 60 40 800.

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    Income Release

  • Pension news from 2019 - Royal London for advisers

    ? Nov 29 2019 Our drawdown governance service has been designed to help you monitor the sustainability of your clients' income and see when things are heading off track. Why we're reaffirming our adviser commitments Nov 25 2019 At Royal London, we champion the value of impartial advice, we firmly...

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    News

    Blog

  • Use our tools for pensions and retirement - Royal London for advisers

    ...their plan is doing and what their future looks like. Drawdown governance service Helps you monitor the income your drawdown clients are taking and see when things are heading off track. Risk profiling tool Gives you an idea of your client's attitude to risk and which investment might suit...

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    Tools

  • De(CIP)hering CRPs - Royal London for advisers

    ...decumulation clients and a CRP can certainly help you do that. Our Governed Retirement Income Portfolios (GRIPs) and drawdown governance service are just two examples of how a CRP can help your drawdown conversations hit the right notes. Our GRIPs are a range of five multi-asset risk-targeted...

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    Investment governance

    News

    Blog

  • Delivering hands-on support to your business - Royal London for advisers

    ...on helping you deliver real value for your clients through new services you can charge for. Client review service We’ll help you create visual, engaging reports in your brand to support your client review conversations. Drawdown governance service We can help you monitor income sustainability levels...

  • New and improved annual statement for your Income Release clients - Royal London for advisers

    ...of their plan – and their outlook for the future.[1] Our Drawdown Governance Service can give you the tools to plan, track and manage a sustainable level of income for your clients. Find out more If you have any questions about the new statements, please speak to your usual Royal London contact. [1] Our...

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    News

    Blog

  • How long does your client’s money need to last? - Royal London for advisers

    ...to flexibly access their savings, our drawdown governance service can help you monitor the income they’re taking and see when things are heading off track. To find out more about our drawdown governance service and how it works, visit our website or speak to your usual Royal London contact. Related...

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    News

    Blog

  • What can you do? - Royal London for advisers

    Drawdown Governance Service Individual risk profiler New business tracker Income planning tool New business illustrations - create, manage and edit new business illustrations Pre-filled application forms - use quote data to generate pre-filled applications for Pension Portfolio and Retirement Solutions...

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    Online service

  • Flexible retirement options - Royal London for advisers

    ...and what their future looks like. Drawdown governance service Helps you monitor the income your drawdown clients are taking and see when things are heading off track. For more information about the communication and engagement you and your clients receive with a Royal London workplace pension please speak to your usual Royal London contact.

  • Business Support Unit [pensions] - Royal London for advisers

    Contribution processing Change investments Yearly reviews Remuneration reports Bulk data downloads Noticeboard alerts Our business tools Financial planning tool Client review service  Drawdown governance service Risk attitude questionnaire...

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    Business

    Online service

    Tools

  • Communication and Engagement - Royal London for advisers

    ...and what their future looks like, saving you time and money Drawdown governance service – Helps you monitor the income your drawdown clients are taking and see when things are heading off track. Industry insights Viewpoint Our monthly newsletter keeps you up to date with our proposition developments...

  • Pension news from 2018 - Royal London for advisers

    ...to Brexit: Steve Webb considers the big stories in pensions from the last 12 months. Will your drawdown clients’ income last? Nov 29 2018 We consider income sustainability and how our drawdown governance service can help you look after your drawdown clients. Why is Staveley important for advisers when...

  • Income sustainability - Royal London for advisers

    ...sustainability guide (PDF 752KB) Download the PDF and share with your clients Download PDF now Market update  We update the assumptions used in our drawdown governance service every quarter to make sure your client's income sustainability score always reflects current market conditions. This quarter we've...

  • New and improved updates for your clients - Royal London for advisers

    ...the performance of their plan – and their outlook for the future. As retirement approaches, our Drawdown Governance Service can give you the tools to plan, track and manage a sustainable level of income for those clients looking to access their savings flexibly. Download a sample You can see a sample of our...

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    News

  • Now is the time to review your drawdown advice process - Royal London for advisers

    ...reductions in investment sustainability scores may bring about a need to re-evaluate risk appetite and capacity for loss and this is where risk profiling and income modelling tools can support your client conversations. Impact on income sustainability Our quarterly update to our Drawdown Governance...

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    News

    Blog

  • Financial planning tool - Royal London for advisers

    ...our other tools Client review service Use as part of your regular review process to show clients how their plan is doing and what their future looks like Drawdown governance service Helps you monitor the income your drawdown clients are taking and see when things are heading off track...

  • Complete investment solution - Royal London for advisers

    -on supervision and ongoing governance to help make sure they meet their objectives. At no extra cost. Governed Portfolios Take account of your client’s attitude to risk and term to retirement. Boast a ten year track record of strong performance, governance and risk management. Governed Retirement Income...

  • 65rt01123-key-messages-for-your-suitability-reports.rtf

    ...in respect of its key product areas. Moody’s A2 (August 2014) Good financial security Strong level of capitalisation. SERVICE & ACCOLADES Royal London understands the importance of providing a first class service. Their dedicated new business consultants provide an award winning level of service...

  • Find the right application form - Royal London for advisers

    ...contributions and/or transfer payments Pension Portfolio Additional contribution application form (65A6) Make an initial regular and/or single contribution and/or transfer payments You can use this useful guidance to reduce the number of queries you receive from our Customer Service team once the completed...

  • Excellent service and engagement - Royal London for advisers

    Excellent service and engagement Our dedicated teams will work in harmony with you and your business and you can use our clear and engaging communications to make sure your client conversations hit the right notes. Getting your clients ready for drawdown If they haven’t already chosen drawdown...

  • Financial underwriting limits - Royal London for advisers

    Financial underwriting limits We will ask your client for additional financial information in certain circumstances.  Use this simple tool to reveal what evidence we need to see depending on the amount of cover asked for. All figures below include any existing cover with Royal London, or other insurers. Select product type Perso...

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    Underwriting

  • Service for protection - Royal London for advisers

    Service Everyone’s different... that’s why we offer a personal service designed to fit around the needs of you and your business. For every case, we give you named case managers who’ll see it through from start to finish. And you have a direct line to our underwriters as well as support from...

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    Service protection

  • Medical underwriting limits - Royal London for advisers

    Medical underwriting limits We'll ask your client to take certain medical tests depending on the amount of cover they want. Select a type of cover and age range to show the tests relevant for each age group. Select type of cover Life Cover (single life and joint life, first event) Life Cover (joint life, second event) Critical I...

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    Underwriting

  • Medical conditions - Royal London for advisers

    Medical conditions Our underwriting approach will depend on a number of different factors The following guide provides examples of our underwriting terms for some commonly disclosed medical conditions, sports and hobbies. It also explains our approach for clients with a family history of various medical conditions. Guide to Unde...

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    Underwriting

  • Types of evidence - Royal London for advisers

    Types of evidence The types of evidence we require and exactly what’s involved To help us make a fair and accurate assessment of your client's application we may need to ask for more information than is provided on the application form. The types of information we may ask for include: A general practitioner's report We may ask f...

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    Underwriting

  • Making a claim - Royal London for advisers

    ...for their plan It’s important that your client keeps paying their premiums. We’ll let them know when it’s OK to stop. Our Helping Hand support service Helping Hand Find out more about how our Helping Hand service can support your clients.  Find out more Money from a claim may not be the first thing on a client...

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    Claims

  • A personal and supportive claims experience - Royal London for advisers

    ...of contact in our claims team, to personal support from a dedicated nurse through our Helping Hand service, we aim to deliver a more positive claims experience for your clients and help them throughout this difficult time. The numbers made clear Source: Royal London UK protection business claims paid (1...

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    Life Cover

    Critical Illness Cover

    Income protection

    ...

  • Case management - Royal London for advisers

    ...level of service. And we’re always looking for ways to make it even easier to do business with us, so please let us know what you think by emailing protectionhelp@royallondon.com...

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    Case management

  • Free Cover - Royal London for advisers

    Free Cover If you apply for a Personal Menu Plan, Business Menu Plan, Relevant Life Plan or Pegasus Whole of Life Plan and your client’s plan doesn't start right away, we want to make sure they’re protected in the meantime. That’s why we offer Free Cover. It’s temporary cover – the same type as you’ve applied for – and it starts...

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    Underwriting

  • Investment overview - Royal London for advisers

    ...the investment options. Moody's Analytics The governance of the range benefits from the expertise of a leading risk consultancy, Moody's Analytics, who provide input to our Investment Advisory Committee. Online service Our online service makes it simple for you and your client to see the lifestyle...

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    Investment overview

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.