We use cookies to help us deliver and improve this site. By clicking OK or by continuing to use the site, you agree to our use of cookies.
For more information see our Cookie Policy.
Purchase
To purchase reports users need to be registered and logged in. If you are not already registered or logged in please Register or Login now.
With Profits Reports
| Name | Type | Price |
|---|---|---|
| UK Life Office With Profits Reports Issued 30 Dec 2020 | Full Report | Add item£2,250.00 (£2,700.00 inc VAT) |
| AKG With Profits Market Briefing Issued 3 Mar 2021 | Free Whitepaper | Free Download |
| UK Life Office With Profits Reports - List of Contents Issued 30 Dec 2020 | Free Whitepaper | Free Download |
| With Profits Abbreviations Glossary Issued 28 Feb 2012 | Free Whitepaper | Free Download |
| With Profits Brands - Where Are They Now? Issued 11 May 2021 | Free Whitepaper | Free Download |
Provider Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 16 Sep 2021 | Report Bundle | Add item£1,075.00 (£1,290.00 inc VAT) |
| Aegon Issued 28 Oct 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| AIG Issued 6 Sep 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Issued 25 Mar 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| B&CE Issued 24 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Barnett Waddingham Issued 23 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BlackRock Issued 23 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| British Friendly Issued 5 May 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canada Life Issued 27 Jul 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Curtis Banks Group Issued 17 Sep 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Dentists' Provident Issued 2 Jun 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| dg mutual Issued 10 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Pensions Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Fidelity International Issued 29 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Foresters Financial Issued 14 Feb 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Guardian Issued 11 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Health Shield Friendly Society Issued 10 May 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Healthy Investment Issued 23 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Holloway Friendly Issued 14 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| HSBC Life Issued 28 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| InvestAcc Issued 28 Jun 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 20 Dec 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Just Issued 26 Aug 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Legal & General Issued 12 Feb 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LV= Issued 27 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Mobius Life Issued 1 Feb 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| NFU Mutual Issued 15 Jul 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Omnilife Issued 3 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| OneFamily Issued 14 Feb 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Pension Insurance Corporation Issued 1 Aug 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Phoenix Life Issued 16 Apr 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential Issued 4 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Issued 6 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rothesay Issued 6 Aug 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rowanmoor Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Royal London Issued 19 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sanlam Issued 23 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Friendly Issued 2 Aug 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Widows Issued 18 Aug 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sheffield Mutual Issued 2 Sep 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Shepherds Friendly Issued 1 Apr 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Issued 25 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sun Life Financial of Canada Issued 7 Nov 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Talbot and Muir Issued 22 Feb 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| The Exeter Issued 6 Aug 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Unum Issued 7 Oct 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost Life and Pensions Issued 14 Dec 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Vitality Issued 22 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Wesleyan Issued 22 Apr 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Wiltshire Friendly Issued 19 Mar 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| XPS Self Invested Pensions Issued 26 Oct 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Zurich Issued 23 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Offshore Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 16 Sep 2021 | Report Bundle | Add item£205.00 (£246.00 inc VAT) |
| Canada Life International Issued 23 Jul 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Hansard International Issued 18 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Isle of Man Assurance Issued 25 Jul 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Lombard International Assurance Issued 29 Mar 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential International Issued 7 Jun 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter International Issued 6 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| RL360 Issued 23 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| SEB Life International Issued 22 Feb 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life International Issued 3 Sep 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International (Utmost Isle of Man) Issued 19 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International (Utmost PanEurope) Issued 19 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 16 Sep 2021 | Report Bundle | Add item£375.00 (£450.00 inc VAT) |
| Advance by Embark Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aegon Platforms Issued 21 May 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| AJ Bell Investcentre Issued 10 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Ascentric Issued 7 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Platform Issued 6 Sep 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BNY Mellon l Pershing Issued 3 Sep 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Bravura Issued 23 Aug 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Platform Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| FNZ Issued 23 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| FundsNetwork Issued 14 Aug 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| GBST Issued 29 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Hubwise Issued 23 Aug 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 2 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Novia Issued 18 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Nucleus Issued 11 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 15 Mar 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Issued 6 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Raymond James Issued 6 Aug 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| SEI Issued 9 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 16 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Elevate Issued 28 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Wrap Issued 28 Aug 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Transact Issued 7 Jul 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| True Potential Issued 7 Jan 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
International Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Ardan International Issued 2 Jun 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
DFM Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 16 Sep 2021 | Report Bundle | Add item£350.00 (£420.00 inc VAT) |
| Aberdeen Standard Capital Issued 15 Apr 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Brewin Dolphin Issued 15 Sep 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Brooks Macdonald Issued 16 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canaccord Genuity Wealth Issued 30 Mar 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Cazenove Capital Issued 21 Jul 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Charles Stanley Issued 5 Nov 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Close Brothers Asset Management Issued 18 Mar 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Investec Wealth & Investment Issued 16 Mar 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| James Hambro & Partners Issued 4 Feb 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LGT Vestra Issued 10 May 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Morningstar Issued 15 Sep 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Octopus Investments Issued 9 Nov 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 15 Mar 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Cheviot Issued 22 Jan 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rathbone Investment Management Issued 6 Apr 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 16 Dec 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Smith & Williamson Issued 7 May 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Tatton Asset Management Issued 28 Jun 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Tilney Issued 7 May 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
5Qs with AKG
| Name | Type | Price |
|---|---|---|
| 5Qs with AKG - Chris Curry on Pensions Dashboards Issued 15 Dec 2020 | Free Whitepaper | Free Download |
| 5Qs with AKG - John Greenwood on workplace benefits Issued 15 Mar 2021 | Free Whitepaper | Free Download |
| 5Qs with AKG - Patrick Evans on corporate communication strategies Issued 27 Apr 2021 | 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_Caroline Siarkiewicz on financial education and guidance Issued 30 Jun 2021 | Free Whitepaper | Free Download |
Reviews & Other Reports
| Name | Type | Price |
|---|---|---|
| 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 |
| 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 |
| MiFID II Implementation - A Work in Progress Issued 27 Jun 2019 | 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 |
| Planning Guide 2018 - Retirement planning strategies in the post-pension freedoms era Issued 30 Nov 2018 | Free Whitepaper | Free Download |
| Research Paper 2020: House of the rising sum - exploring equity release opportunities Issued 13 Feb 2020 | 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 |