Document Download: Resource Library
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Promotional Documents
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Pension Performance Review Company BrochureEverything you need to know about the Pension Performance Review Company Limited and the Pension Performance Review Process software.
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Pension Performance Review Company Flier 1A brief overview of the key benefits of the Pension Performance Review Process software with some testimonials from current users.
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Pension Performance Review Company Flier 2An alternative flier providing a brief overview of the key benefits of the Pension Performance Review Process software with some testimonials from current users.
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Example Client Reports
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Risk Profiling & Pension Priorities QuestionnaireThis document is used to assess the client’s risk profile and fully understand their attitude and priorities in relation to the pensions.
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Investment Policy StatementThis document is used, prior to presentation, to explain why an asset allocated approach to investing is important and explains the trade off between risk and reward. The document then presents the range of model portfolios offered and specifies the calculated risk profile of the client before outlining their and your responsibilities.
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Pension Performance Report (Complex)This document gives an overview of the client’s situation, pension priorities and current pension arrangements. The document then goes on to compare their existing pensions to that of the recommended provider, assessing each aspect of the proposed pension transfer and fully justifying the reasons for the transfer. This document shows a complex multiple policy example.
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Pension Performance Report (Simple)This document gives an overview of the client’s situation, pension priorities and current pension arrangements. The document then goes on to compare their existing pensions to that of the recommended provider, assessing each aspect of the proposed pension transfer and fully justifying the reasons for the transfer. This document shows a simple single policy example.
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Investment ReportWhere a pension transfer is recommended, this document set out the reasons why the recommended provider has been chosen, why a wrap is a suitable investment vehicle and gives more details on the specific funds recommended.
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Pension Projection ReportThis document outlines what size retirement fund the client may expect based on their current situation at a range of different growth rates. The documents goes on to show the growth rate or additional contributions that would be required to achieve the client’s desired level of retirement income and sets out ways this could be achieved.
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Pension Switching Advice Suitability Assessment TemplateThis document can be used to assess the suitability of the advice given to clients using the Pension Performance Review Process. This document was created by the Financial Services Authority and is the same document they use to assess pension switching suitability. The data sections of this document are automatically completed for each client leaving the reviewer to use the document to assess suitability.
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Portfolio Update BulletinThis document can be sent to clients on a quarterly basis. The document sets out the performance of constituent funds and the overall returns for the five model portfolios and gives commentary on the performance over the previous quarter and recommendations for the following quarter.
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Client Marketing Documents
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Pension Performance Review: The Key ConceptsThis is a marketing document which can be used to attracted new clients to the Pension Performance Review. This document can be customised with your company details and provided to you in a press-ready format. Click here for more details on the Pension Performance Review: The Key Concepts.
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Pension Performance Review ScorecardA simple tool to help clients understand whether they are in control and understand their pensions. This document can be used to help the client realise they could benefit from a pension review and help create discussion about the need and importance of reviewing pensions.
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Other Documents
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Pension Performance Review The Complete ProcessAn overview of how the Pension Performance Review Process compares to the old pension transfer model. The document shows how the Pension Performance Review Process is a complete end-to-end process, allowing advisers to use a single system to complete pension transfers.
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Pension Performance Review Step-By-Step ProcessA step-by-step guide showing an overview of how the Pension Performance Review can be used - from finding clients to finishing the process.
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Pension Performance Review Software Comparison With Other Pension Transfer SystemsA document showing a comparison of the Pension Performance Review Process Software functionality compared to that offered by two alternative pension transfer software systems.
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Pension Performance Review Information Request FormAn information gathering form used to collect client and policy data for use with the Pension Performance Review Process.
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Pension Performance Review Process Instruction ManualThe full instruction manual, showing how to use the Pension Performance Review Process in a step-by-step guide.
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The Next Step: About.
