Suitability report service
With increasing pressures on your time and an ongoing need to reduce the cost of your 'at retirement' advice process, our free-to-use, suitability report service could help.
The sponsored service, powered by Avail, reflects the latest regulatory changes including the pensions freedoms and the 2019/20 tax year.
Features and benefits of Avail Online:
- Product-specific questions help filter the large bank of paragraphs quickly and efficiently.
- Personalise your reports by completing pre-determined fields and add custom paragraphs if you want to.
- Access the full range of plans in the retirement income market: from standard to individually underwritten annuities, variable to fixed-term annuities, and drawdown to long-term care funding.
- Supports UFPLS and taxable lump sums.
- Flexi-Access Drawdown section in the full options at retirement.
- Updated tax treatments on death, to all products within the full options at retirement and our guaranteed income for life solution.
- Market-leading suitability report service offering unlimited customisation.
Or you can register for Avail here if you are a first-time user.
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