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With Profits Review Programme

Reviewing is good practice - but it doesn't always mean moving

Developments in the economic and regulatory environment over the last few years have meant that it is more important than ever to ensure that your clients' investments, including any with profits investments, continue to be suitable for them.

Because of this, it is essential to review your clients’ with profits policies, no matter who the provider is, to establish whether the investments remain suitable for your clients. There are a number of compelling reasons for reviewing with profits policies. It is important to understand that with profits is still a suitable investment for many clients – the reviews should only aim to highlight the cases where moving a policy would be in the client’s best interests.

How Standard Life is helping

The Standard Life With Profits Review Programme provides a straightforward, end-to-end process to help you manage with profits reviews. It includes:

(Please note: the content below is held within the secure section of our site. You will have to login to access it.)

Bonus Declaration Tools & Templates For each step of the process With Profits Analyser For with profits bonds Useful sources of with profits information Helpful reference points

Factsheets To help you explain with profits to your clients Important with profits data for reviews Includes information on AKG ratings, asset mixes and open & closed funds. AKG guidance on reviewing with profits Taken from our step by step guide in the Best Practice Guidelines

The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

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