With Profits Analyser | Get With-Profits Performance Analysis and Reviews

With-Profit Analyser

There is no doubt that understanding your With Profits fund and how it is performing is aWith Profits Analysercomplicated subject. You have lot of variables like: MVRs Market Value Reduction, Payout values, bonus rates, Asset mix and Management charges to name but a few.

As well as understanding, these points on your With Profits policy you also need to be able to understand what other investment strategies and portfolios are available. This can be done with a ‘With Profit Analyser’ and should be undertaken by an IFA. A With Profits Analyser can:

Provide a quick and easy with-profit analysis of both historic and future prospects for the fund.
Calculate potential returns and probable outcomes of your With Profit policy.
Provide impartial and factual product information on your With Profit policy.
Create reports fully analysing your With Profits policy.

With Profits Analysis and Reviews

All of our affiliate advisers have access to such tools and can help you get an appropriate with profits analysis undertaken if you request it. The Financial Services Authority (FSA) has made it clear that there is an expectation placed upon financial planning advisers to conduct regular with profits reviews with their clients. All of our affiliate IFAs are registered with the Financial Services Authority.

However, it is our suggestion that whilst the with-profits analyser is a helpful tool to get the most comprehensive analysis of any with-profit plan you should seek out a with-profit audit this is a full-blown report designed to give YOU an individual summary of your plan or plans.

To get such a with profits audit done you simply need to complete the audit form accessed via the click through above, or the ‘Request an Audit’ graphic on our homepage. Once we have the details of your with profits plans one of our affiliate advisers will complete a report for you. As there are many factors to consider in such an analysis (see decision making process), in order to do so effectively they may need to contact you, so please make sure you provide your contact details.

The information on this website is to be viewed as general information and does not constitute advice. Views and opinions expressed are those of the individual contributors. Individuals reading the site should not rely on any of the information contained within the site in making any decisions. DMP Marketing cannot be held responsible for any liability suffered by any individual as a result of information contained within the site. In the event that advice or help is required then independent advice should be sought from a regulated independent adviser.