With Profits Analyser

Are your clients getting the most from their with profit bonds? Is the product they invested in still appropriate for their needs? See how the FundsNetwork^TM With Profits Analyser can help you to assess your client's holdings.

According to the FSA, there are about £427 billion of assets invested in traditional with profits funds, £95 billion of these held in closed funds*, and they strongly suggest Advisers revisit their clients’ with profits contracts as part of their regular investment reviews.

“Without ongoing advice, consumers might not be able to make properly informed decisions about their with profits policy," commented Sarah Wilson of the FSA.

The FSA has compiled a list of 10 questions** about with profits policies which Advisers should cover with their clients, including whether the policy still meets their needs.

To support Advisers in conducting with profit reviews, we've teamed up with Towers Perrin Tillinghast and Cazalet Consulting to offer a free online review tool – the FundsNetwork With Profits Analyser.

What can the With Profits Analyser help you to do?

review legacy with profits bond investments quickly and easily
lets you fully analyse a with profits fund
compare existing client policies to alternative risk-rated portfolios
create what-if scenarios to vary the term, target, risk category – on one screen
give you access to cutting edge analytics
determine possible outcomes for with profits funds using stochastic modelling

Getting started

To find out more about the range of features available from the With Profits Analyser tool you can choose to:

	Launch the With Profits Analyser demonstration

	Use the With Profits Analyser tool

With profits sector review - see the film!

Ned Cazalet, Managing Director of Cazalet Consulting and HM Treasury adviser, assesses the health of the with profits sector.

	View with profits video

*The Financial Services Authority (FSA) 2005/2006 report
**PDF - You will need Adobe Reader to view this guide.