Fidelity FundsNetwork has launched a new with-profits review service, aimed at giving IFAs a clearer picture of the "good, bad and plain ugly" investment policies.
Developed in partnership with Cazalet Consulting and actuarial consultants Towers Perrin Tillinghurst, the With Profits Analyser tool is now on general release through the FundsNetwork platform. FundsNetwork says the service allows advisers to assess bulk and individual policies to see if the underlying asset allocation is still aligned to client need and risk profiles. Road-tested by 12 IFAs, the tool covers 265 products from 40 life insurance groups. Key features include: Risk profiling questionnaire Cazalet Fund Ratings Access to Cazalet analysis and commentary only available th...
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