RU64 Compliance Report Added to Calculators!

As you will be aware, the FSA’s RU64 stipulates that advisers are required to explain to their clients in writing why the plan they are recommending is at least as suitable as a Stakeholder pension.

To aid our users with this requirement, we have introduced the ability to request a comparison with a Stakeholder plan within our Money Purchase, Defined Benefit & Provider Comparison calculators.  You will have the ability to request a standalone report and/or incorporate the comparison within the full report.