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With Profits Reports
| Name | Type | Price |
|---|---|---|
| UK Life Office With Profits Reports Issued 31 Dec 2022 | Full Report | Add item£2,450.00 (£2,940.00 inc VAT) |
| AKG With Profits Market Briefing Issued 7 Apr 2022 | Free Whitepaper | Free Download |
| UK Life Office With Profits Reports - List of Contents Issued 31 Dec 2022 | Free Whitepaper | Free Download |
| With Profits Abbreviations Glossary Issued 28 Feb 2012 | Free Whitepaper | Free Download |
| With Profits Brands - Where Are They Now? Issued 31 Aug 2023 | Free Whitepaper | Free Download |
Provider Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 13 Nov 2023 | Report Bundle | Add item£1,075.00 (£1,290.00 inc VAT) |
| abrdn Investments Issued 14 Feb 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Aegon Issued 29 Aug 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| AIG Issued 25 Nov 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Issued 27 Jun 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Barnett Waddingham Issued 15 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BlackRock Issued 13 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| British Friendly Issued 16 Jan 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canada Life Issued 3 Aug 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Cirencester Friendly Issued 6 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Countrywide Assured Issued 24 Jul 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Curtis Banks Issued 1 Nov 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Dentists' Provident Issued 16 May 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| dg mutual Issued 30 May 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Pensions Issued 9 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Fidelity International Issued 17 Nov 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Foresters Financial Issued 12 Dec 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Guardian Issued 8 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Health Shield Friendly Society Issued 1 Nov 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Healthy Investment Issued 7 Dec 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Holloway Friendly Issued 4 May 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| HSBC Life Issued 20 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| InvestAcc Issued 10 Oct 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 6 Jul 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Just Issued 11 Aug 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Legal & General Issued 27 Apr 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LV= Issued 8 Nov 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Mobius Life Issued 22 May 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| NFU Mutual Issued 23 Jun 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Omnilife Issued 7 Sep 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| OneFamily Issued 27 Jun 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| People's Partnership Issued 6 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Phoenix Life Issued 23 Dec 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| PIC Issued 2 Aug 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Pru Issued 1 Sep 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Issued 22 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rothesay Issued 6 Jul 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Royal London Issued 8 Sep 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Friendly Issued 8 Sep 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Widows Issued 12 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sheffield Mutual Issued 18 Jul 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Shepherds Friendly Issued 20 Feb 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Issued 19 Feb 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sun Life Financial of Canada Issued 19 Dec 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| The Exeter Issued 9 Aug 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Unum Issued 11 Sep 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost Life and Pensions Issued 7 Mar 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Vitality Issued 25 Nov 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Wiltshire Friendly Issued 4 Apr 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| XPS Self Invested Pensions Issued 2 Nov 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Zurich Issued 22 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Offshore Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 13 Nov 2023 | Report Bundle | Add item£205.00 (£246.00 inc VAT) |
| Canada Life International Issued 3 Aug 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Hansard International Issued 9 Oct 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| IFGL Issued 5 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Lombard International Assurance Issued 3 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential International Issued 8 Sep 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| SEB Life International Issued 2 May 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life International Issued 25 Sep 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International Issued 15 Sep 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 13 Nov 2023 | Report Bundle | Add item£375.00 (£450.00 inc VAT) |
| abrdn Elevate Issued 11 Sep 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| abrdn Wrap Issued 11 Sep 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aegon Platforms Issued 2 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| AJ Bell Investcentre Issued 25 Aug 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Platform Issued 9 Oct 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BNY Mellon l Pershing Issued 9 Nov 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Bravura Issued 22 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Issued 9 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Fidelity Adviser Solutions Issued 7 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| FNZ Issued 27 Feb 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Fusion Wealth Issued 9 Nov 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| GBST Issued 4 Apr 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Hubwise Issued 20 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 6 Jul 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| M&G Wealth Platform Issued 2 Nov 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Morningstar Wealth Platform Issued 31 Jan 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Multrees Issued 23 Jan 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Novia Issued 7 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Nucleus Issued 6 Jul 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 16 Oct 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Issued 22 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Raymond James Issued 20 Oct 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seccl Issued 10 Jul 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| SEI Issued 27 Feb 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 7 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Transact Issued 12 Jun 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| True Potential Issued 29 Apr 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
International Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Ardan International Issued 22 May 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Morningstar Wealth Platform Issued 31 Jan 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Novia Global Issued 26 May 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
DFM Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 13 Nov 2023 | Report Bundle | Add item£350.00 (£420.00 inc VAT) |
| Brooks Macdonald Issued 27 Jan 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canaccord Genuity Wealth Issued 24 Apr 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Cazenove Capital Issued 8 Jun 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Charles Stanley Issued 31 Jul 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Close Brothers Asset Management Issued 10 May 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Evelyn Partners Issued 28 Apr 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| IBOSS Issued 8 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Investec Wealth & Investment Issued 20 Oct 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| James Hambro & Partners Issued 6 Jul 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LGT Wealth Management Issued 4 Apr 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Morningstar Issued 2 Mar 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Octopus Investments Issued 6 Mar 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 16 Oct 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Cheviot Issued 6 Nov 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rathbone Investment Management Issued 5 Oct 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| RBC Brewin Dolphin Issued 11 Sep 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Sarasin Issued 1 Nov 2023 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Schroder Investment Solutions Issued 1 Aug 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 7 Dec 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Tatton Investment Management Issued 24 May 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Waverton Issued 27 Feb 2023 | Short Report | Add item£23.50 (£28.20 inc VAT) |
5Qs with AKG
| Name | Type | Price |
|---|---|---|
| 5Qs with AKG - Caroline Siarkiewicz on developments at MaPS Issued 26 Jun 2023 | Free Whitepaper | Free Download |
| 5Qs with AKG - Caroline Siarkiewicz on financial education and guidance Issued 30 Jun 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - Chris Curry on Pensions Dashboards Issued 15 Dec 2020 | Free Whitepaper | Free Download |
| 5Qs with AKG - James Mullins on the pension risk transfer market Issued 24 Jan 2023 | Free Whitepaper | Free Download |
| 5Qs with AKG - Jez Groom on behavioural science in financial services Issued 22 Nov 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - John Greenwood on workplace benefits Issued 15 Mar 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - Liz Field on PIMFA's key areas of focus Issued 10 Mar 2022 | Free Whitepaper | Free Download |
| 5Qs with AKG - Patrick Evans on corporate communication strategies Issued 27 Apr 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - Paul Stanfield on the adviser community across Europe and beyond Issued 5 Oct 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - Rohan Sivajoti on NextGen planners and NextGen customers Issued 27 Mar 2023 | Free Whitepaper | Free Download |
| 5Qs with AKG - Russell Winnard on educating future generations on finance Issued 2 Feb 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - Yvonne Braun on key areas of importance in the Life and Pensions industry Issued 20 May 2022 | Free Whitepaper | Free Download |
Reviews & Other Reports
| Name | Type | Price |
|---|---|---|
| Analysis of COVID-19 Survey Responses - May 2020 Issued 12 May 2020 | Free Whitepaper | Free Download |
| Coming back to the table on CRPs Issued 25 Oct 2022 | Free Whitepaper | Free Download |
| COVID-19 Analysis Update - Jan 2021 Issued 6 Jan 2021 | Free Whitepaper | Free Download |
| Direct Lending as an Asset Class Issued 28 Sep 2018 | Free Whitepaper | Free Download |
| Employee Engagement - IIC AKG Joint Paper Issued 22 Mar 2021 | Free Whitepaper | Free Download |
| Exploring Operational Resilience and Financial Strength - Altus AKG Joint Paper Issued 24 Mar 2022 | Free Whitepaper | Free Download |
| Financial & Operational Strength - its role as a foundation in platform due diligence Issued 24 Nov 2020 | Free Whitepaper | Free Download |
| Future of Advice - Beneath & Beyond Issued 30 Jul 2020 | Free Whitepaper | Free Download |
| Future of Advice - State of Flux Issued 7 Nov 2023 | Free Whitepaper | Free Download |
| MiFID II Implementation - A Work in Progress Issued 27 Jun 2019 | Free Whitepaper | Free Download |
| NextGen or LostGen? - The need to develop new client acquisition strategies Issued 22 Nov 2022 | Free Whitepaper | Free Download |
| Pension Freedoms 2015: Clearing the hurdles to business success in the retirement income market Issued 15 Jul 2015 | Free Whitepaper | Free Download |
| Pension Freedoms 2018: Grasping the nettle: Working together to achieve better retirement outcomes Issued 30 May 2018 | Free Whitepaper | Free Download |
| Pension Freedoms revisited - Where do we go from here? Issued 11 Jul 2022 | Free Whitepaper | Free Download |
| Planning Guide 2018 - Retirement planning strategies in the post-pension freedoms era Issued 30 Nov 2018 | Free Whitepaper | Free Download |
| Private Equity Ownership in Retail Financial Services - AKG Note 2021 Issued 22 Sep 2021 | Free Whitepaper | Free Download |
| Protecting the Vulnerable: Navigating the Evolving Regulatory Landscape in a Post-Pandemic World Issued 23 May 2023 | Free Whitepaper | Free Download |
| Research Briefing 2021: Advancing Intergenerational Planning Opportunities Issued 13 Oct 2021 | Free Whitepaper | Free Download |
| Research Paper 2020: House of the rising sum - exploring equity release opportunities Issued 13 Feb 2020 | Free Whitepaper | Free Download |
| Research Paper 2022: Future of Later Life Lending - Targeting Responsible Market Growth Issued 13 Jun 2022 | Free Whitepaper | Free Download |
| Solvency II-An Introductory Guide for Advisers Issued 28 Feb 2013 | Free Whitepaper | Free Download |
| Solvency II: Landed Issued 29 Jan 2016 | Free Whitepaper | Free Download |
| The Revolution Will Not Be Televised - 30 Years of Quiet Change in the UK Offshore Life Sector Issued 28 Jun 2022 | Free Whitepaper | Free Download |
| Vulnerable Customers - VCX AKG Joint Paper Issued 8 Dec 2021 | Free Whitepaper | Free Download |