AEGON Scottish Equitable has teamed up with Towers Perrin Tillinghast and Cazalet Consulting to launch an online with-profits analyser.
The tool will help financial advisers establish whether their clients’ with-profits bonds are still a suitable investment. Launching on 11 June 2007, the With Profits Analyser tool will be available free to financial advisers on the AEGON Scottish Equitable extranet. The tool is designed to be simple and quick to use, taking no longer than 10-15 minutes. It provides output that will enable financial advisers to answer the FSA 10 questions comprehensively, allowing a decision to be made as to whether clients’ with-profits bonds still meet their requirements. The tool offers built-in ris...
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