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With Profits Reports

Name Type Price
UK Life Office With Profits Reports
Issued 30 Dec 2019
Full ReportAdd item£2,250.00
(£2,700.00 inc VAT)
AKG With Profits Market Briefing
Issued 9 Mar 2020
Free WhitepaperFree Download
UK Life Office With Profits Reports - List of Contents
Issued 30 Dec 2019
Free WhitepaperFree Download

Provider Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Sep 2020
Report BundleAdd item£1,075.00
(£1,290.00 inc VAT)
Aegon
Issued 18 Apr 2018
Full ReportAdd item£23.50
(£28.20 inc VAT)
AIG
Issued 6 Nov 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Aviva
Issued 18 Mar 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
B&CE
Issued 13 Dec 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Barnett Waddingham
Issued 14 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
BlackRock
Issued 23 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
British Friendly
Issued 13 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Canada Life
Issued 29 Jul 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
CignPost Life
Issued 17 Oct 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Curtis Banks Group
Issued 17 Sep 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Dentists' Provident
Issued 5 Jun 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
dg mutual
Issued 21 May 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
EBS
Issued 6 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Fidelity International
Issued 10 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Foresters Financial
Issued 14 Feb 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Guardian
Issued 27 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Health Shield Friendly Society
Issued 17 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Healthy Investment
Issued 23 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Hodge Lifetime
Issued 14 Aug 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Holloway Friendly
Issued 11 Oct 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Hornbuckle
Issued 6 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
HSBC Life
Issued 1 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
InvestAcc
Issued 14 Aug 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
James Hay Partnership
Issued 20 Dec 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Just
Issued 28 Jul 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Kingston Unity
Issued 2 Dec 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Legal & General
Issued 12 Feb 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
LV=
Issued 19 Nov 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Mobius Life
Issued 3 Dec 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
NFU Mutual
Issued 6 May 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Old Mutual Wealth
Issued 3 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Omnilife
Issued 3 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
OneFamily
Issued 14 Feb 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Pension Insurance Corporation
Issued 1 Aug 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Phoenix Life
Issued 5 Oct 2018
Short ReportAdd item£23.50
(£28.20 inc VAT)
Police Mutual
Issued 3 Dec 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Prudential
Issued 21 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Rothesay Life
Issued 1 Aug 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Rowanmoor
Issued 6 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Royal London
Issued 22 Oct 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Sanlam
Issued 9 Aug 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Scottish Friendly
Issued 19 Nov 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Scottish Widows
Issued 6 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Sheffield Mutual
Issued 2 Sep 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Shepherds Friendly
Issued 23 Aug 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Standard Life
Issued 27 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Sun Life Financial of Canada
Issued 7 Nov 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Talbot and Muir
Issued 7 Aug 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
The Exeter
Issued 20 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Unum
Issued 13 Jun 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Utmost Life and Pensions
Issued 2 Mar 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Vitality
Issued 12 Mar 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Wesleyan
Issued 1 May 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Wiltshire Friendly
Issued 23 Aug 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Xafinity
Issued 29 Nov 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Zurich
Issued 17 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)

Offshore Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Sep 2020
Report BundleAdd item£250.00
(£300.00 inc VAT)
Canada Life International
Issued 22 Jun 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Hansard International
Issued 16 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Isle of Man Assurance
Issued 25 Jul 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Lombard International Assurance
Issued 30 Mar 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Prudential International
Issued 2 Mar 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Quilter International
Issued 28 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
RL360
Issued 20 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
SEB Life International
Issued 2 Mar 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Standard Life International
Issued 20 Dec 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Utmost International (Utmost Isle of Man)
Issued 28 Nov 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Utmost International (Utmost PanEurope)
Issued 23 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)

Platform Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Sep 2020
Report BundleAdd item£325.00
(£390.00 inc VAT)
Aegon Platforms
Issued 21 May 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
AJ Bell Investcentre
Issued 28 Jun 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Ascentric
Issued 20 Sep 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Aviva Platform
Issued 4 Aug 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
BNY Mellon l Pershing
Issued 20 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Bravura
Issued 24 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Embark
Issued 23 Oct 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
FNZ
Issued 24 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
FundsNetwork
Issued 14 Aug 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
GBST
Issued 24 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Hubwise
Issued 24 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
James Hay Partnership
Issued 2 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Novia
Issued 6 Nov 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Nucleus
Issued 2 Jul 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Old Mutual Wealth
Issued 3 Feb 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Parmenion
Issued 2 Oct 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Raymond James
Issued 27 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
SEI
Issued 9 Mar 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Seven Investment Management
Issued 17 Mar 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Standard Life Elevate
Issued 28 Aug 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Standard Life Wrap
Issued 28 Aug 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Transact
Issued 20 Feb 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
True Potential
Issued 24 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Zurich
Issued 17 Jan 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)

DFM Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Sep 2020
Report BundleAdd item£350.00
(£420.00 inc VAT)
Aberdeen Standard Capital
Issued 15 Apr 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Brewin Dolphin
Issued 19 May 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Brooks Macdonald
Issued 20 Apr 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Canaccord Genuity Wealth
Issued 8 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Cazenove Capital
Issued 21 Jul 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Charles Stanley
Issued 5 Nov 2018
Short ReportAdd item£23.50
(£28.20 inc VAT)
Close Brothers Asset Management
Issued 28 May 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Heartwood
Issued 13 Jun 2019
Short ReportAdd item£23.50
(£28.20 inc VAT)
Investec Wealth & Investment
Issued 3 Jun 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
James Hambro
Issued 30 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
LGT Vestra
Issued 14 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Octopus Investments
Issued 10 May 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Parmenion
Issued 2 Oct 2019
Full ReportAdd item£23.50
(£28.20 inc VAT)
Quilter Cheviot
Issued 17 Apr 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Rathbone Investment Management
Issued 2 Apr 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Seven Investment Management
Issued 17 Mar 2020
Full ReportAdd item£23.50
(£28.20 inc VAT)
Smith & Williamson
Issued 30 Jun 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)
Tilney
Issued 21 May 2020
Short ReportAdd item£23.50
(£28.20 inc VAT)

Reviews & Other Reports

Name Type Price
Direct Lending as an Asset Class
Issued 28 Sep 2018
Free WhitepaperFree Download
Future of Advice – Beneath & Beyond
Issued 30 Jul 2020
Free WhitepaperFree Download
MiFID II Implementation - A Work in Progress
Issued 27 Jun 2019
Free WhitepaperFree Download
Pension Freedoms 2015: Clearing the hurdles to business success in the retirement income market
Issued 15 Jul 2015
Free WhitepaperFree Download
Pension Freedoms 2018: Grasping the nettle: Working together to achieve better retirement outcomes
Issued 30 May 2018
Free WhitepaperFree Download
Planning Guide 2018 – Retirement planning strategies in the post-pension freedoms era
Issued 30 Nov 2018
Free WhitepaperFree Download
Research Paper 2020: House of the rising sum – exploring equity release opportunities
Issued 13 Feb 2020
Free WhitepaperFree Download
Solvency II-An Introductory Guide for Advisers
Issued 28 Feb 2013
Free WhitepaperFree Download
Solvency II: Landed
Issued 29 Jan 2016
Free WhitepaperFree Download
With Profits Abbreviations Glossary
Issued 28 Feb 2012
Free WhitepaperFree Download
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