Using the With Profits Analyser tool

FundsNetwork's free With Profits Analyser investment planning tool offers:

24-hour service, seven days a week
snapshots of with profits funds – find out a fund’s history instantly, including the historic asset mix
access to Cazalet’s unique research and ratings analysis for key fund attributes
a quick and consistent way to review with profits bonds
detailed analysis of a client’s current policy
stochastic modelling to determine possible outcomes for with profits funds
comparison of a with profits fund against alternative asset allocation strategies
comprehensive reporting that’s easily adapted for internal analysis and personalised client reports
full audit history of all client reviews

The tool is powered by Towers Perrin Tillinghast and its Global CAP:Link^TM model.

With Profits User Guide

	Download the With Profits User Guide*

Sample factsheets

View sample factsheets within the tool.

	Liverpool Victoria Friendly Society (not Income Bond)*

	Friends Provident Life & Pensions Limited*

	Equitable Life Assurance Society*

Start using the With Profits Analyser

Select the With Profits Analyser tool on the Client Management login screen – click on 'Planning Tools' from the drop-down box.

	Start using the With Profits Analyser

If you don’t currently use Client Management, you can get your user details from your firm’s PIN Administrator. If your firm hasn’t already signed and returned Fidelity's Terms of Business incorporating the Online Service Agreement, or you need further assistance, please call BrokerLine on 0800 414181.

	Register for a PIN to use Client Management

*PDF format - you will need Adobe Reader to view this.