FundsNetwork's With Profits Analyser tool is now available online for IFAs.
The tool is designed to help IFAs review clients both in bulk and then on an individual basis, to assess the state of their with profits bonds and see if the underlying asset allocation is still aligned to clients needs and risk profiles. It was developed in partnership with Cazalet Consulting and actuarial consultants Towers Perrin Tillinghurs and covers 265 products from 40 life insurance groups.
Achievements, charity work and other happy snippets
Laughable excuses for persisting
Spent 56 years at Schroders
Warns on profits
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