Evidencing TCF when selecting investments for your clients is essential. A vital aspect of this is understanding your clients’ attitude to risk and making sure the investments you select are suitable.
We believe a good portfolio planning tool should help you rate your clients’ attitude to risk as quickly and accurately as possible.
That’s why as a registered user of our portfolio planning tool – Retirement Planner, you’ll start to notice the improvements we’ve recently made to the system
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We’ve streamlined the system so that you now have a choice of two questionnaires – 10 or 20 questions. |
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Both questionnaires have been built by Oxford Risk in association with Distribution Technology and have been tested for reliability through the National Opinion Poll. Both resulted in reliability ratings of 85% or higher. |
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The new questionnaires form part of the existing 2-stage risk rating process where you validate the outcome. This comprehensive technique gives you the confidence that the target asset allocation meets your clients’ individual needs at the time and allows you to review on a regular basis in case circumstances change. |
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Our Defaqto 5 star rated SIPP product offers all the flexibility your clients could possibly need. |
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Why is Risk Profiling so important? |
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Our new retirement income product is here. |
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You can access Retirement Planner here.
http://www.lv.com/adviser/tools
If you have any queries about the system, contact your local sales office –
South East Region - 0800 678 1681
South West Region – 0800 678 1680
Northern Region – 0800 678 1682
For textphone first dial 18001 |
