Media: Latest News
Pension Performance Review Process Version 16 Released
Published on 14.11.11
Following the success of previous versions, Version 16 of the Pension Performance Review Process has been launched today. This release has many new features and enhancements that will make it even easier to use, quicker and more effective. The output client reports have been refined and improved further and there are a host of new options available so users can tailor the software to their precise requirements.
Pension Performance Review Company Launches Skandia Initiative
Published on 23.05.11
The Pension Performance Review Company is pleased to announce that its sister company, Adviser Breakthrough Solutions 
is working with Skandia to offer a UK wide series of workshops between May and July 2011. Workshops will be held in London, Glasgow, Edinburgh, Manchester, Leeds, Bristol, Cardiff and Southampton. At these free workshops, Paul Cadde, the Managing Director of the Pension Performance Review Company, will show delegates just why the Pension Performance Review Process has been so successful in transforming many financial advisory practices into the successes they are today. Paul will show delegates the secrets of his own successful implementation of the Pension Performance Review and explain how he uses the system on a day-to-day basis as well as how it has shaped the direction of a host of forward-thinking advisory practices across the UK. A full list of dates and venues please visit Adviser Breakthrough Workshop Dates . For more information about these workshops, speak to your local Skandia business consultant.
Pension Performance Review Process Version 15 Released
Published on 28.04.11
The latest version of the Pension Performance Review Process has been released today. Version 15 builds on the success of previous versions and includes many new features. This is the first version that is fully compatible with Microsoft Office 2010 and has been updated to include a remodelled risk profiling section in line with recent Financial Services Authority guidelines. Other features include an updated ‘Investment Policy Statement’, new user options and further speed improvements along with fully updated fund statistics, legislation updates for 2011/12 and much, much more.
A Response To The Financial Services Authority’s Risk Profiling Paper
Published on 26.01.11
The Financial Services Authority has recently issued a consultation paper entitled ‘Assessing suitability: Establishing the risk a customer is willing and able to take and making a suitable investment selection’. This paper sets out examples of good and poor practice when it comes to risk profiling tools and the risk profiling process adopted by advisers and other professionals involved with investment management.
Read this article here: Assessing Suitability: Establishing the risk a customer is willing and able to take and making a suitable investment selection .
The Pension Performance Company Limited has produced a detailed list of the issues raised and the implications this will have on risk profiling tools and the Pension Performance Review Process in particular. Read the full response here: FSA Risk Profiling Guidelines - A Response From The Pension Performance Review Company .
Pension Performance Review Process Version 14 Released
Published on 24.11.10
The Pension Performance Review Company is pleased to announce the release of the fourteenth version of the Pension Performance Review Process software. This new version has many functionality improvements including a complete graphic user interface redesign, a new FSA ‘Pension Switching Advice Suitability Assessment Template’, new technical support functions, new calendar pop-up for all date entries, new information buttons, annuitisation age and CSR changes, software speed increase and much, much more. The new version is available to new and existing users from today.
Pension Performance Review Process Version 13 Released
Published on 24.05.10
The Pension Performance Review Company is pleased to announce the release of the thirteenth version of the Pension Performance Review Process software. This new version has many functionality improvements including major speed enhancements for Office 2007 users, new import data functions, pension legislation updates and many other new and improved functions. The new version is available to new and existing users from today.
The Pension Performance Review Company Launches New Look Website
Published on 04.12.09
The Pension Performance Review Company is pleased to announce their new look website has been launched today. The website has been expanded to include much more information on all aspects of the Pension Performance Review Process software which is specially designed to allow advisers to write comprehensive, compliant and time-efficient pension transfer suitability reports when recommending wrap providers. The new website includes full example client suitability reports, an updated company brochure, a video presentation of the software in action, masses of frequently asked questions, information on our other services and much more.
The Next Step: Press Articles.
