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 2019 | Full Report | Add item£2,250.00 (£2,700.00 inc VAT) |
| AKG With Profits Market Briefing Issued 9 Mar 2020 | Free Whitepaper | Free Download |
| UK Life Office With Profits Reports - List of Contents Issued 30 Dec 2019 | Free Whitepaper | Free Download |
Provider Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 7 Apr 2020 | Report Bundle | Add item£1,075.00 (£1,290.00 inc VAT) |
| Aegon Issued 18 Apr 2018 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| AIG Issued 6 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Issued 18 Mar 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| B&CE Issued 13 Dec 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Barnett Waddingham Issued 14 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BlackRock Issued 13 Mar 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| British Friendly Issued 13 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canada Life Issued 29 Jul 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| CignPost Life Issued 17 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Curtis Banks Group Issued 19 Sep 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Dentists' Provident Issued 26 Jul 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| dg mutual Issued 18 Mar 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| EBS Issued 6 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Fidelity International Issued 18 Mar 2019 | 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 27 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Health Shield Friendly Society Issued 11 Apr 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Healthy Investment Issued 21 Dec 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Hodge Lifetime Issued 14 Jun 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Holloway Friendly Issued 11 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Hornbuckle Issued 6 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| HSBC Life Issued 15 May 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| InvestAcc Issued 1 Aug 2019 | 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 8 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Kingston Unity Issued 2 Dec 2019 | Short 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 19 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Mobius Life Issued 3 Dec 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| NFU Mutual Issued 23 Apr 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Old Mutual Wealth Issued 3 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Omnilife Issued 14 Jun 2019 | 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 5 Oct 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Police Mutual Issued 3 Dec 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential Issued 21 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rothesay Life Issued 1 Aug 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Rowanmoor Issued 6 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Royal London Issued 22 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Sanlam Issued 9 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Friendly Issued 19 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Scottish Widows Issued 6 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Shepherds Friendly Issued 23 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Issued 27 Feb 2020 | 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 7 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| The Exeter Issued 11 Mar 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Unum Issued 13 Jun 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost Life and Pensions Issued 2 Mar 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Vitality Issued 12 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Wesleyan Issued 13 Dec 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Wiltshire Friendly Issued 23 Aug 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Xafinity Issued 29 Nov 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Zurich Issued 17 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Offshore Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 7 Apr 2020 | Report Bundle | Add item£250.00 (£300.00 inc VAT) |
| Canada Life International Issued 1 Aug 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Hansard International Issued 16 Jan 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 30 Mar 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Prudential International Issued 2 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter International Issued 28 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| RL360 Issued 20 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| SEB Life International Issued 2 Mar 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life International Issued 20 Dec 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International (Utmost Isle of Man) Issued 28 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Utmost International (Utmost PanEurope) Issued 23 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 7 Apr 2020 | Report Bundle | Add item£325.00 (£390.00 inc VAT) |
| Aegon Platform Issued 8 Aug 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| AJ Bell Investcentre Issued 28 Jun 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Ascentric Issued 20 Sep 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aviva Platform Issued 13 Sep 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Embark Issued 23 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| FundsNetwork Issued 11 Feb 2019 | 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 6 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Nucleus Issued 2 Jul 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Old Mutual Wealth Issued 3 Feb 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 2 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Raymond James Issued 16 Aug 2019 | 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 17 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Elevate Issued 18 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Wrap Issued 18 Nov 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Transact Issued 20 Feb 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Zurich Issued 17 Jan 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
DFM Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 7 Apr 2020 | Report Bundle | Add item£350.00 (£420.00 inc VAT) |
| Brewin Dolphin Issued 12 Jun 2018 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Brooks Macdonald Issued 31 Mar 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canaccord Genuity Wealth Issued 8 Apr 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Cazenove Capital Issued 17 Apr 2019 | 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 28 May 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Heartwood Issued 13 Jun 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Investec Wealth & Investment Issued 10 May 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| LGT Vestra Issued 18 Mar 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Octopus Investments Issued 10 May 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Parmenion Issued 2 Oct 2019 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Quilter Cheviot Issued 12 Feb 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Rathbone Investment Management Issued 2 Apr 2020 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 17 Mar 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Smith & Williamson Issued 17 Apr 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Wealth Issued 13 Apr 2018 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Thesis Asset Management Issued 28 May 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Tilney Issued 15 May 2019 | Short Report | Add item£23.50 (£28.20 inc VAT) |
Reviews & Other Reports
| Name | Type | Price |
|---|---|---|
| Direct Lending as an Asset Class Issued 28 Sep 2018 | 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 |
| With Profits Abbreviations Glossary Issued 28 Feb 2012 | Free Whitepaper | Free Download |