Platform tools

This tool helps you to assess a client’s attitude to investment risk and acts as a starting point for a wider discussion on the topic of risk.

How it works

• 13 questions with additional questions available to validate the profile and to discuss your clients capacity for loss.
• The answers generate an indicative risk profile for your client.
• It provides an asset mix appropriate for your client's profile.
• The questions can be retaken and alternative profiles reviewed to test 'what if' scenarios to better meet your client's risk position.
• Reports can be exported to your back office system, while the results are automatically passed in to the Investment and Retirement planners.
• The tool reflects the finalised guidance from the FCA Paper FG 11/05 (published in March 2011), including the opportunity to discuss capacity for loss.

This tool provides detailed analysis on a newly created or existing client-specific portfolio, as well as comparing performance against a benchmark index.

How it works

• The scan compares the client's portfolio against a benchmark index over a specific period, analysing portfolio composition and top holdings, asset allocation, sectors and regions, cumulative and discrete performance and stock overlap.
• Generates a report that can then be printed and/or saved to your desktop.

Developed with FE, the new Zurich Portfolio Report helps you collate information from across the platform supplying you with a single report for use during client reviews.

The report is aimed at reducing your administrative burden whilst delivering a review process that brings to life your clients’ investments.

The report is simple, straight forward, easy to understand and can be generated via the Zurich Intermediary Platform.

The report provides an all in one view of the portfolio and accounts within it, helping you to manage your clients’ tax position, structure client meetings and identify potential actions that need to take place regarding the client's investments.

How it works

• The report can be generated for individual, joint and trust portfolios across the following time frames:
• Since inception
• Last 6 months
• Last 12 months
• Current tax year
• Previous tax year
• Year to date
• With the exception of reports generated for the previous tax year, the data in the report will reflect the Portfolio's position as at the end of the previous day. This is reflected in the dates shown on the report.
• The report is generated from an FE web page which can be accessed via the client portfolio dashboard or from the portfolio search screen.

The planner helps you to explain investment risk to a client and helps the client understand the likelihood of reaching their investment goals - all from a single screen.

How it works

• The planner compares risk strategies against an alternative investment in cash.
• Resulting calculation can take account of inflation and taxed or un-taxed scenarios.
• Can be used standalone or in conjunction with the Attitude to Risk profiler, results from which are automatically passed through to the investment planner.
• Results can be saved as a PDF and/or exported to your back office system for inclusion in your own report.
• Stochastic forecasts are created using the Towers Watson CAP:Link engine.

The planner helps you to demonstrate the impact on a client’s retirement fund or income, should they change their retirement age, contributions, salary or risk profile - all from a single screen.

How it works

• The planner compares alternative risk strategies and how they may affect a client's current plans for retirement
• Forecasts can take Stake benefits and other investments, pensions and assets your client holds into account.
• Can be used standalone or in conjunction with the Attitude to Risk profiler.
• Forecasts can be automatically exported as a PDF report, which can then be printed and/or saved to your desktop.
• Stochastic forecasts are created using the Towers Watson CAP:Link engine.