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 2018/19 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.