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With Profits Reports

Name Type Price
UK Life Office With Profits Reports
Issued 31 Dec 2023
Full ReportAdd item£2,550.00
(£3,060.00 inc VAT)
AKG With Profits Market Briefing
Issued 7 Apr 2022
Free WhitepaperFree Download
UK Life Office With Profits Reports - List of Contents
Issued 31 Dec 2023
Free WhitepaperFree Download
With Profits Abbreviations Glossary
Issued 28 Feb 2012
Free WhitepaperFree Download
With Profits Brands - Where Are They Now?
Issued 31 Aug 2023
Free WhitepaperFree Download

Provider Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Feb 2024
Report BundleAdd item£1,075.00
(£1,290.00 inc VAT)
abrdn Investments
Issued 14 Feb 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Aegon
Issued 29 Aug 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
AIG
Issued 8 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Aviva
Issued 18 Feb 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
Barnett Waddingham
Issued 15 Mar 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
BlackRock
Issued 24 Jan 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
British Friendly
Issued 12 Dec 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Canada Life
Issued 3 Aug 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Cirencester Friendly
Issued 6 Dec 2022
Full ReportAdd item£23.50
(£28.20 inc VAT)
Countrywide Assured
Issued 24 Jul 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Curtis Banks
Issued 1 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Dentists' Provident
Issued 16 May 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
dg mutual
Issued 30 May 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Embark Pensions
Issued 9 Mar 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Fidelity International
Issued 17 Nov 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
Foresters Financial
Issued 29 Jan 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
Guardian
Issued 10 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Health Shield Friendly Society
Issued 1 Nov 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Healthy Investment
Issued 19 Feb 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
Holloway Friendly
Issued 4 May 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
HSBC Life
Issued 20 Mar 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
InvestAcc
Issued 10 Oct 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
James Hay Partnership
Issued 6 Jul 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Just
Issued 11 Aug 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Legal & General
Issued 27 Apr 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
LV=
Issued 8 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Mobius Life
Issued 22 May 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
NFU Mutual
Issued 23 Jun 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Omnilife
Issued 13 Dec 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
OneFamily
Issued 27 Jun 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
People's Partnership
Issued 6 Mar 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
PIC
Issued 2 Aug 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Pru
Issued 1 Sep 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Quilter
Issued 5 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Rothesay
Issued 6 Jul 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Royal London
Issued 8 Sep 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Scottish Friendly
Issued 10 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Scottish Widows
Issued 21 Dec 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Sheffield Mutual
Issued 18 Jul 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
Shepherds Friendly
Issued 20 Feb 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Standard Life
Issued 21 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Sun Life Financial of Canada
Issued 19 Dec 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
The Exeter
Issued 9 Aug 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Unum
Issued 11 Sep 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Utmost Life and Pensions
Issued 4 Dec 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Vitality
Issued 25 Nov 2022
Full ReportAdd item£23.50
(£28.20 inc VAT)
Wiltshire Friendly
Issued 4 Apr 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
XPS Self Invested Pensions
Issued 2 Nov 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
Zurich
Issued 22 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)

Offshore Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Feb 2024
Report BundleAdd item£205.00
(£246.00 inc VAT)
Canada Life International
Issued 3 Aug 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Hansard International
Issued 9 Oct 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
IFGL
Issued 19 Dec 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Lombard International Assurance
Issued 3 Mar 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Prudential International
Issued 21 Dec 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
SEB Life International
Issued 2 May 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Standard Life International
Issued 25 Sep 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Utmost International
Issued 15 Sep 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)

Platform Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Feb 2024
Report BundleAdd item£375.00
(£450.00 inc VAT)
abrdn Elevate
Issued 11 Sep 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
abrdn Wrap
Issued 11 Sep 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Aegon Platforms
Issued 2 Mar 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
AJ Bell Investcentre
Issued 25 Aug 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
Aviva Platform
Issued 9 Oct 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
BNY Mellon l Pershing
Issued 9 Nov 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Bravura
Issued 19 Feb 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
Embark
Issued 19 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Fidelity Adviser Solutions
Issued 19 Dec 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
FNZ
Issued 16 Jan 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
Fusion Wealth
Issued 9 Nov 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
GBST
Issued 4 Apr 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Hubwise
Issued 20 Mar 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
James Hay Partnership
Issued 6 Jul 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
M&G Wealth Platform
Issued 2 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Morningstar Wealth Platform
Issued 31 Jan 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Multrees
Issued 23 Jan 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Novia
Issued 7 Mar 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Nucleus
Issued 6 Jul 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Parmenion
Issued 16 Oct 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Quilter
Issued 5 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Raymond James
Issued 20 Oct 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Scottish Widows Platform
Issued 19 Jan 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Seccl
Issued 10 Jul 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
SEI
Issued 27 Feb 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Seven Investment Management
Issued 2 Feb 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Transact
Issued 12 Jun 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
True Potential
Issued 29 Apr 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)

International Platform Financial Strength Assessment Reports

Name Type Price
Ardan International
Issued 22 May 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Morningstar Wealth Platform
Issued 31 Jan 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Novia Global
Issued 26 May 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)

DFM Financial Strength Assessment Reports

Name Type Price
Set of All Reports
Issued 21 Feb 2024
Report BundleAdd item£350.00
(£420.00 inc VAT)
Brooks Macdonald
Issued 27 Jan 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Canaccord Genuity Wealth
Issued 24 Apr 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Cazenove Capital
Issued 8 Jun 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Charles Stanley
Issued 31 Jul 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Close Brothers Asset Management
Issued 10 May 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
Evelyn Partners
Issued 28 Apr 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
IBOSS
Issued 8 Dec 2022
Full ReportAdd item£23.50
(£28.20 inc VAT)
Investec Wealth & Investment
Issued 20 Oct 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
James Hambro & Partners
Issued 6 Jul 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
LGT Wealth Management
Issued 4 Apr 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Morningstar
Issued 2 Mar 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Octopus Investments
Issued 6 Mar 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Parmenion
Issued 16 Oct 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Quilter Cheviot
Issued 6 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Rathbone Investment Management
Issued 2 Jan 2024
Short ReportAdd item£23.50
(£28.20 inc VAT)
RBC Brewin Dolphin
Issued 11 Sep 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Sarasin
Issued 1 Nov 2023
Full ReportAdd item£23.50
(£28.20 inc VAT)
Schroder Investment Solutions
Issued 1 Aug 2022
Short ReportAdd item£23.50
(£28.20 inc VAT)
Seven Investment Management
Issued 2 Feb 2024
Full ReportAdd item£23.50
(£28.20 inc VAT)
Tatton Investment Management
Issued 24 May 2023
Short ReportAdd item£23.50
(£28.20 inc VAT)
Waverton
Issued 11 Dec 2023
Short ReportAdd 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 WhitepaperFree Download
5Qs with AKG - Caroline Siarkiewicz on financial education and guidance
Issued 30 Jun 2021
Free WhitepaperFree Download
5Qs with AKG - Chris Curry on Pensions Dashboards
Issued 15 Dec 2020
Free WhitepaperFree Download
5Qs with AKG - James Mullins on the pension risk transfer market
Issued 24 Jan 2023
Free WhitepaperFree Download
5Qs with AKG - Jez Groom on behavioural science in financial services
Issued 22 Nov 2021
Free WhitepaperFree Download
5Qs with AKG - John Greenwood on workplace benefits
Issued 15 Mar 2021
Free WhitepaperFree Download
5Qs with AKG - Liz Field on PIMFA's key areas of focus
Issued 10 Mar 2022
Free WhitepaperFree Download
5Qs with AKG - Patrick Evans on corporate communication strategies
Issued 27 Apr 2021
Free WhitepaperFree Download
5Qs with AKG - Paul Stanfield on the adviser community across Europe and beyond
Issued 5 Oct 2021
Free WhitepaperFree Download
5Qs with AKG - Rohan Sivajoti on NextGen planners and NextGen customers
Issued 27 Mar 2023
Free WhitepaperFree Download
5Qs with AKG - Russell Winnard on educating future generations on finance
Issued 2 Feb 2021
Free WhitepaperFree Download
5Qs with AKG - Yvonne Braun on key areas of importance in the Life and Pensions industry
Issued 20 May 2022
Free WhitepaperFree Download

Reviews & Other Reports

Name Type Price
Analysis of COVID-19 Survey Responses - May 2020
Issued 12 May 2020
Free WhitepaperFree Download
Coming back to the table on CRPs
Issued 25 Oct 2022
Free WhitepaperFree Download
COVID-19 Analysis Update - Jan 2021
Issued 6 Jan 2021
Free WhitepaperFree Download
Direct Lending as an Asset Class
Issued 28 Sep 2018
Free WhitepaperFree Download
Employee Engagement - IIC AKG Joint Paper
Issued 22 Mar 2021
Free WhitepaperFree Download
Exploring Operational Resilience and Financial Strength - Altus AKG Joint Paper
Issued 24 Mar 2022
Free WhitepaperFree Download
Financial & Operational Strength - its role as a foundation in platform due diligence
Issued 24 Nov 2020
Free WhitepaperFree Download
Future of Advice - Beneath & Beyond
Issued 30 Jul 2020
Free WhitepaperFree Download
Future of Advice - State of Flux
Issued 7 Nov 2023
Free WhitepaperFree Download
MiFID II Implementation - A Work in Progress
Issued 27 Jun 2019
Free WhitepaperFree Download
NextGen or LostGen? - The need to develop new client acquisition strategies
Issued 22 Nov 2022
Free WhitepaperFree Download
Pension Freedoms 2015: Clearing the hurdles to business success in the retirement income market
Issued 15 Jul 2015
Free WhitepaperFree Download
Pension Freedoms 2018: Grasping the nettle: Working together to achieve better retirement outcomes
Issued 30 May 2018
Free WhitepaperFree Download
Pension Freedoms revisited - Where do we go from here?
Issued 11 Jul 2022
Free WhitepaperFree Download
Planning Guide 2018 - Retirement planning strategies in the post-pension freedoms era
Issued 30 Nov 2018
Free WhitepaperFree Download
Private Equity Ownership in Retail Financial Services - AKG Note 2021
Issued 22 Sep 2021
Free WhitepaperFree Download
Protecting the Vulnerable: Navigating the Evolving Regulatory Landscape in a Post-Pandemic World
Issued 23 May 2023
Free WhitepaperFree Download
Research Briefing 2021: Advancing Intergenerational Planning Opportunities
Issued 13 Oct 2021
Free WhitepaperFree Download
Research Paper 2020: House of the rising sum - exploring equity release opportunities
Issued 13 Feb 2020
Free WhitepaperFree Download
Research Paper 2022: Future of Later Life Lending - Targeting Responsible Market Growth
Issued 13 Jun 2022
Free WhitepaperFree Download
Solvency II-An Introductory Guide for Advisers
Issued 28 Feb 2013
Free WhitepaperFree Download
Solvency II: Landed
Issued 29 Jan 2016
Free WhitepaperFree Download
The Revolution Will Not Be Televised - 30 Years of Quiet Change in the UK Offshore Life Sector
Issued 28 Jun 2022
Free WhitepaperFree Download
Vulnerable Customers - VCX AKG Joint Paper
Issued 8 Dec 2021
Free WhitepaperFree Download
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