Consultancy Services for Financial Institutions

(including product providers, platform operators and fund managers)

Providers of product and fund solutions, operating in the extremely competitve intermediary distribution channel, increasingly benefit from an independent external perspective and flexible access to key professional skills and knowledge.

Provider Assessment

As well as standard Financial Strength Assessment Reports on 'mainstream' providers, AKG can also carry out assessments and issue reports on niche/specialist providers in the context of their specific propositions. This allows independent assessment information to be presented within due diligence activities. This is particularly valuable for providers of more complex products/funds and/or those with which the intermediary market is unfamiliar

Proposition Related Review and Assessment

In particular, AKG has developed a reputation for carrying out independent assessments of product/fund propositions and tools, either during their development (where review findings are used for internal reference as the provider fine tunes the positioning of its new product/fund) or for launch activity (where AKG’s review findings and commentary can be employed with an intermediary audience in mind).

Example Consultancy Output

Please see the links below which provide examples of independent proposition reviews carried out by AKG in recent times, each of which is currently made available to intermediaries via the provider of the profiled product/fund/tool.

Assessment of Royal London’s Drawdown Governance Service, May 2016

Assessment of Royal London’s Governed Portfolio Proposition, May 2017

Assessment of Prudential Retirement Account, July 2017

Review of PruFund Structure, Investment Management and Governance, August 2017

Assessment of Royal London’s Governed Retirement Income Portfolio Proposition, February 2018

Assessment of Aviva’s Smooth Managed Fund proposition, April 2018

Further Consultancy Services

These include:

Please contact AKG for further details.

Related Links

Contacting AKG

Call us on +44(0)1306 876439 for more information.

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