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With Profits Reports
| Name | Type | Price |
|---|---|---|
| UK Life Office With Profits Reports Issued 30 Dec 2019 | Full Report | Add item£2,250.00 (£2,700.00 inc VAT) |
| AKG With Profits Market Briefing Issued 9 Mar 2020 | Free Whitepaper | Free Download |
| UK Life Office With Profits Reports - List of Contents Issued 30 Dec 2019 | Free Whitepaper | Free Download |
Provider Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 25 Nov 2020 | Report Bundle | Add item£1,075.00 (£1,290.00 inc VAT) |
| Aegon Issued 28 Oct 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| AIG Issued 6 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Issued 18 Mar 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| B&CE Issued 13 Dec 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Barnett Waddingham Issued 14 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BlackRock Issued 23 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| British Friendly Issued 13 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canada Life Issued 7 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| CignPost Life Issued 17 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Curtis Banks Group Issued 17 Sep 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Dentists' Provident Issued 5 Jun 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| dg mutual Issued 21 May 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Pensions Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Fidelity International Issued 10 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Foresters Financial Issued 14 Feb 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Guardian Issued 27 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Health Shield Friendly Society Issued 17 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Healthy Investment Issued 23 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Hodge Lifetime Issued 14 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Holloway Friendly Issued 14 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Hornbuckle Issued 6 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| HSBC Life Issued 1 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| InvestAcc Issued 14 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 20 Dec 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Just Issued 28 Jul 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Kingston Unity Issued 2 Dec 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Legal & General Issued 12 Feb 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LV= Issued 27 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Mobius Life Issued 3 Dec 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| NFU Mutual Issued 6 Nov 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Old Mutual Wealth Issued 3 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Omnilife Issued 3 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| OneFamily Issued 14 Feb 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Pension Insurance Corporation Issued 1 Aug 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Phoenix Life Issued 5 Oct 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Police Mutual Issued 3 Dec 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential Issued 21 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rothesay Life Issued 1 Aug 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Rowanmoor Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Royal London Issued 22 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sanlam Issued 9 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Friendly Issued 17 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Widows Issued 2 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sheffield Mutual Issued 2 Sep 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Shepherds Friendly Issued 23 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Issued 27 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sun Life Financial of Canada Issued 7 Nov 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Talbot and Muir Issued 7 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| The Exeter Issued 20 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Unum Issued 7 Oct 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost Life and Pensions Issued 2 Mar 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Vitality Issued 12 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Wesleyan Issued 1 May 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Wiltshire Friendly Issued 23 Aug 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Xafinity Issued 26 Oct 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Zurich Issued 17 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Offshore Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 25 Nov 2020 | Report Bundle | Add item£250.00 (£300.00 inc VAT) |
| Canada Life International Issued 22 Jun 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Hansard International Issued 16 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Isle of Man Assurance Issued 25 Jul 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Lombard International Assurance Issued 30 Mar 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential International Issued 2 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter International Issued 28 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| RL360 Issued 20 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| SEB Life International Issued 2 Mar 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life International Issued 20 Dec 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International (Utmost Isle of Man) Issued 28 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International (Utmost PanEurope) Issued 23 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 25 Nov 2020 | Report Bundle | Add item£325.00 (£390.00 inc VAT) |
| Advance by Embark Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aegon Platforms Issued 21 May 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| AJ Bell Investcentre Issued 28 Jun 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Ascentric Issued 7 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Platform Issued 4 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BNY Mellon l Pershing Issued 20 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Bravura Issued 24 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Platform Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| FNZ Issued 24 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| FundsNetwork Issued 14 Aug 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| GBST Issued 24 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Hubwise Issued 24 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 2 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Novia Issued 6 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Nucleus Issued 2 Jul 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Old Mutual Wealth Issued 3 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 2 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Raymond James Issued 27 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| SEI Issued 9 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 17 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Elevate Issued 28 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Wrap Issued 28 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Transact Issued 20 Feb 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
DFM Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 25 Nov 2020 | Report Bundle | Add item£350.00 (£420.00 inc VAT) |
| Aberdeen Standard Capital Issued 15 Apr 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Brewin Dolphin Issued 19 May 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Brooks Macdonald Issued 20 Apr 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canaccord Genuity Wealth Issued 8 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Cazenove Capital Issued 21 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Charles Stanley Issued 5 Nov 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Close Brothers Asset Management Issued 28 May 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Heartwood Issued 13 Jun 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Investec Wealth & Investment Issued 3 Jun 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| James Hambro Issued 30 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LGT Vestra Issued 14 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Morningstar Issued 21 Sep 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Octopus Investments Issued 9 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 2 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Cheviot Issued 17 Apr 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rathbone Investment Management Issued 2 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 17 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Smith & Williamson Issued 30 Jun 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Tilney Issued 21 May 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
Reviews & Other Reports
| Name | Type | Price |
|---|---|---|
| Direct Lending as an Asset Class Issued 28 Sep 2018 | Free Whitepaper | Free Download |
| Financial & Operational Strength - its role as a foundation in platform due diligence Issued 24 Nov 2020 | Free Whitepaper | Free Download |
| Future of Advice - Beneath & Beyond Issued 30 Jul 2020 | Free Whitepaper | Free Download |
| MiFID II Implementation - A Work in Progress Issued 27 Jun 2019 | Free Whitepaper | Free Download |
| Pension Freedoms 2015: Clearing the hurdles to business success in the retirement income market Issued 15 Jul 2015 | Free Whitepaper | Free Download |
| Pension Freedoms 2018: Grasping the nettle: Working together to achieve better retirement outcomes Issued 30 May 2018 | Free Whitepaper | Free Download |
| Planning Guide 2018 - Retirement planning strategies in the post-pension freedoms era Issued 30 Nov 2018 | Free Whitepaper | Free Download |
| Research Paper 2020: House of the rising sum - exploring equity release opportunities Issued 13 Feb 2020 | Free Whitepaper | Free Download |
| Solvency II-An Introductory Guide for Advisers Issued 28 Feb 2013 | Free Whitepaper | Free Download |
| Solvency II: Landed Issued 29 Jan 2016 | Free Whitepaper | Free Download |
| With Profits Abbreviations Glossary Issued 28 Feb 2012 | Free Whitepaper | Free Download |