Report Template Library
Investment review and recommendations
A husband and wife are recommended to re-register existing investments and investment new monies into a model portfolio via a wrap.
Defined benefit pension transfer
An insistent client is recommended to take benefits from their defined benefit pension via flexi-access drawdown.
Money purchase pension switch
A client is recommended to consolidate two existing legacy pensions on a platform.
Mortgage & Protection Recommendation
A husband and wife are recommended a mortgage to facilitate the purchase of their new home and a suitable life policy to ensure the mortgage would be repaid in the event of their death.
Annual Review
A husband and wife’s existing investment portfolio is reviewed in line with their service agreement.
Continue the tour