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With Profits Reports
| Name | Type | Price |
|---|---|---|
| UK Life Office With Profits Reports Issued 31 Dec 2021 | Full Report | Add item£2,350.00 (£2,820.00 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 2021 | 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 20 May 2022 | Report Bundle | Add item£1,075.00 (£1,290.00 inc VAT) |
| abrdn Investments Issued 1 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Aegon Issued 1 Oct 2021 | 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 7 Feb 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Barnett Waddingham Issued 15 Feb 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| BlackRock Issued 4 Nov 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| British Friendly Issued 2 Mar 2022 | 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) |
| Countrywide Assured Issued 21 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Curtis Banks Issued 4 Oct 2021 | 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 14 Mar 2022 | 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 24 Nov 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Guardian Issued 16 Dec 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Health Shield Friendly Society Issued 17 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Healthy Investment Issued 21 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Holloway Friendly Issued 16 Dec 2021 | Short 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 25 Jan 2022 | Short 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 18 Mar 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Mobius Life Issued 22 Dec 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 4 May 2022 | 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 8 Mar 2022 | 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 8 Feb 2022 | 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) |
| Royal London Issued 21 Mar 2022 | 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 5 Nov 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Standard Life Issued 17 Dec 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 21 Oct 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 25 Nov 2021 | 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 29 Nov 2021 | 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 17 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| XPS Self Invested Pensions Issued 15 Nov 2021 | 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 20 May 2022 | 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 21 Feb 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| IFGL Issued 2 Dec 2021 | 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 17 Jan 2022 | 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) |
| SEB Life International Issued 22 Feb 2022 | 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 Issued 21 Jan 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
Platform Financial Strength Assessment Reports
| Name | Type | Price |
|---|---|---|
| Set of All Reports Issued 20 May 2022 | Report Bundle | Add item£375.00 (£450.00 inc VAT) |
| abrdn Elevate Issued 8 Nov 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| abrdn Wrap Issued 8 Nov 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Advance by Embark Issued 9 Oct 2020 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Aegon Platforms Issued 28 Mar 2022 | Short 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) |
| 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) |
| Fidelity Adviser Solutions Issued 31 Mar 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| FNZ Issued 30 Mar 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Fusion Wealth Issued 28 Mar 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| GBST Issued 16 Mar 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Hubwise Issued 4 Apr 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| James Hay Partnership Issued 25 Jan 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| M&G Wealth Platform Issued 13 Oct 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Multrees Issued 7 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Novia Issued 4 Mar 2022 | 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 8 Feb 2022 | 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 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 19 Nov 2021 | 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 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 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 20 May 2022 | Report Bundle | Add item£350.00 (£420.00 inc VAT) |
| abrdn Capital Issued 16 Mar 2022 | Short 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 22 Dec 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Canaccord Genuity Wealth Issued 5 Apr 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Cazenove Capital Issued 27 Oct 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Charles Stanley Issued 2 Nov 2021 | 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) |
| Investec Wealth & Investment Issued 25 Jan 2022 | 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 Wealth Management Issued 4 May 2022 | 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 5 Apr 2022 | 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 7 Feb 2022 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Rathbone Investment Management Issued 1 Nov 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Seven Investment Management Issued 19 Nov 2021 | Full Report | Add item£23.50 (£28.20 inc VAT) |
| Smith & Williamson Issued 28 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Tatton Asset Management Issued 8 Dec 2021 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Tilney Issued 28 Feb 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
| Waverton Issued 9 Mar 2022 | Short Report | Add item£23.50 (£28.20 inc VAT) |
5Qs with AKG
| Name | Type | Price |
|---|---|---|
| 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 - 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 - 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 |
|---|---|---|
| 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 |
| 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 |
| Private Equity Ownership in Retail Financial Services - AKG Note 2021 Issued 22 Sep 2021 | 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 |
| 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 |
| Vulnerable Customers - VCX AKG Joint Paper Issued 8 Dec 2021 | Free Whitepaper | Free Download |