Gain valuable insights with comprehensive research
High-quality advice starts with high-quality research, and that’s exactly what we deliver. Whether you’re recommending a new investment portfolio, a pension switch, a protection policy, or a drawdown strategy, we carry out the research that helps you justify your advice with clarity and confidence.
We use trusted tools like FE Analytics, Selectapension, Synaptic, iPipeline and CashCalc to carry out detailed, whole of market analysis, all fully aligned with your advice process.
We don’t just run a filter and drop charts into a report. We look at each recommendation in context, understanding what you’re trying to achieve and how best to evidence that. We analyse quantitate factors such as fund performance, asset allocation, volatility, charges, fund structure, and how it all aligns to the client’s risk profile and objectives.
We also understand that research is about more than just numbers. Where relevant, we’ll take into account softer but increasingly important qualitative factors such as fund manager tenure, investment approach, and ESG filters.
When it comes to pensions, we’re experienced in analysing existing benefits, whether defined contribution or defined benefit, and comparing them properly against the proposed alternative. That includes critical yield analysis, appropriate assumptions, and full justification where a switch is being recommended. We’re equally at home documenting drawdown comparisons, phased retirement strategies, and annuity options – always with suitability and clarity in mind.
Because we work with a number of firms, we’re used to adapting to different investment philosophies and planning preferences. Some firms want deep due diligence; others need simple, visual summaries that integrate cleanly into templated advice documents. We tailor our output accordingly, so you’re not left trying to reformat or reword something to make it fit. And because our paraplanners have years of experience, we know what compliance teams look for – and what helps your advice stand up to scrutiny.
We keep a clear audit trail of all research sources and data points, not just because it’s good practice, but because it gives you peace of mind that everything is documented. That’s especially important when the advice is complex, or when there’s a higher burden of proof required to evidence suitability.
Ultimately, our role is to give you the research and rationale you need to support your advice – clearly, consistently, and without complication. We take care of the analysis, so you can focus on the client. Whether it’s a single product switch or a multi-layered recommendation, the research behind it will be robust, appropriate, and aligned to the outcome you’re working towards.
If you'd like to learn more about how we can support you with your research, we'd love to hear from you. Click below to get in touch.
