Client review report

Retirement Account

Going further to support your client conversations


We know thereā€™s an increased focus in the market on delivering value for money, and with more clients in or near retirement there is increased demand for on-going reviews.

We want to help you save time, by giving you the info you need, so you can focus on your client conversations.

Thatā€™s why we've created the Client Review Report.
 

What is the client review report

 

This report, covering a fixed period of the last 12 months, gives you all the key information you need on your client's Retirement Account plan. Including:

  • Current value of your clientā€™s Retirement Account plan
  • Payments into the Account
  • Charges paid (Product, Adviser and Fund charges)
  • Tax free cash and income taken
  • Investment performance
  • Income limits for Capped Drawdown if applicable

In addition:

  • Youā€™ll receive a client illustration by post that will show what your clientā€™s plan could be worth at retirement.
  • Weā€™ll include the Tax free cash and income taken since the plan started.

Here's a view of a sample Client Review Report for a client in Retirement Planning (PDF, 6MB) or Retirement Income (PDF, 1MB).
 

How to get a client review report

Complete our request form

Complete our request form

  • You can find the request formĀ hereĀ (PDF, 531KB).
  • You'll need Adobe Acrobat Reader to save and send your request. The form has instructions on how to do this (or read the How to submit a request section below).
  • After you've completed the form and clicked submit it'll create an email with the completed PDF request form as an attachment. It is important that you do not delete this or the email copy.

Send it to our mailbox

Send it to our mailbox

  • Please send the email to RAClientReview@Scottishwidows.co.uk. This address will already be populated in the email.
  • As this contains client information, please ensure it is sent byĀ secure email transmission.

We'll send you the report

We'll send you the report

  • Once weā€™ve produced the report, weā€™ll send this to you byĀ secure email.
  • As a client illustration will also be issued by post, it is recommended that you request the report a number of days prior to your client meeting.

Ā 

You canĀ find out moreĀ aboutĀ how we collect, store, use and share personal informationĀ on our website

How to submit a request


You'll need Adobe Acrobat Reader to submit the request form. 

Then you just need to follow these steps:

  1. Click into the request form
  2. Download / save the PDF (you'll need to right click to do this)
  3. Close your Internet browser window
  4. Use Adobe Acrobat Reader to open the saved form 
  5. Complete the necessary form fields
  6. Click the 'submit' button.

This will create an email, with the completed PDF form as an attachment, which you can then send to us by secure email. It's important that you do not delete the attachment or email copy before sending.
 


  • Q: I need to request: a) just a valuation for a plan, or b) information on a large number of plans. Can I use the Client Review Report for this?

    A: The Client Review Report is to support you when you need in depth information on an Retirement Account plan for your individual client review meetings. The report is not for doing one off policy valuations or bulk info requests.

    You can however go online to get the following client reporting information:

    • Policy enquiries & values
    • Contribution histories
    • Transaction histories
    • Investment analysis (asset analyser/portfolio report)
    • Ad-hoc annual benefit statement
    • Set up back office integration for bulk data requests

    Find out more: How to view Client Information and Use our Online Reports Guide (PDF, 3MB). 
     

    Q: What do you mean on the request form when you say the email address provided must match whatā€™s held on the FCA register?

    A: As part of our verification process, any email address provided must match whatā€™s held on the FCA register for your firm. E.g.

    Correct                                                                    Incorrect
    Email: JSmith@Adviserfirm.co.uk                        Email: JSmith@gmail.com  
    FCA Register: Xxxxxx@Adviserfirm.co.uk           FCA Register: Xxxxxx@Adviserfirm.co.uk 
     

    Q: What do you mean by secure email?

    A: Due to the information being sent, both in the initial request form and in the client review report, secure email should always be used. Weā€™ll use a secure email system when we send you any correspondence.

     

    Q: When I click submit after completing the PDF form, itā€™s not creating the email?

    This is likely due to trying to complete the form through your Internet browser window. Instead you can submit using Adobe Acrobat Reader, by following these steps:
     

    1. Click into the request form
    2. Download / save the PDF (youā€™ll need to right click to do this)
    3. Close your Internet browser window
    4. Use Adobe Acrobat Reader to open the saved form 
    5. Complete the necessary form fields
    6. Click the 'submit' button.

     

    Q: Iā€™ve requested a Client Review Report when should I get this?

    As a client illustration will be issued by post, to ensure that you get the information you require to support your client conversations, it is recommended that you request the report a number of days prior to your client meeting.
     

    Q: I have a question on the Client Review Report, should I send this to the same mailbox that I sent the request to?

    The mailbox is solely for requesting Client Review Reports. If you have any queries relating to the report please contact:

    I) Your Business Development Team or

    II) Retirement Account Servicing on 0800 096 4364 or RetirementAccountCustomerService@scottishwidows.co.uk

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