We have been providing tailored product research for life insurance companies and other financial services firms since 2005. Our clients may use our reports internally as part of their research offering or make them available more widely to their broker consultants and IFAs. We create reports that are going to be circulated by our clients using Adobe InDesign. This allowing the reports to be published either as printed brochures or in electronic form as eBooks.
We are able to produce reports on a wide range of life insurance and pension products, including offshore products. Our research covers both on and off-platform products. The research is customised to your requirements and can cover everything from product features to the analysis of the investment strategies of the underlying funds.
For personal pension, investment bond and offshore bond products, our research database goes down to fund level. We maintain full information on IA and ABI sectors, fund groups and charges including additional expenses. The detailed charging information enables us to provide reduction in yield figures for these products by fund. Our clients select the funds to be compared, the contribution levels, the desired projection horizon and, for regular contributions, the payment term.
For clients requiring reports on a regular basis, we are able to agree a fixed price per report. In such cases, we do not charge for the development costs of tailoring the reports to your requirements.