FundsNetwork to launch with-profits review service

The FundsNetwork With-profits Analyser is designed to help advisers undertake a thorough case-by-case review of a client’s legacy with-profits policy, while the with-profits review service will give advisers the opportunity to undertake a thorough review of their clients’ with-profit policies. The free service will also provide a facility to allow advisers to target and prioritise specific customers for review. The review service and With-Profits Analyser will be available to advisers in early 2007 initially focussing on with-profits bonds. It will be based on data derived from the PPF...