New look Investment Management Reports (IMRs) are here

We're pleased to announce that from today our new and improved top up Investment Management Reports (IMRs) are ready to use.

Following feedback from advisers, we’ve redesigned our IMRs to make them clearer and easier on the eye, starting with the reports produced using the platform's Top up tool.

What's changed?

Here are some of the key changes you'll see:

• Changes to the layout and content to make it easier to follow.
• Simplified charts and graphs to give meaningful information with extra detail.
• Focused charges sections with grouped charges and clearer explanations.

The changes make sure that, together, we're delivering good consumer duty outcomes by providing clear information, so clients can confidently make informed decisions.

Take a look at the new and improved IMR here.

What's next?

We're still gathering feedback, then we'll work on updating the IMRs produced when using other platform tools and new applications too. 

We'll also be updating the layout of the Schedule of Charges and About your Charges sections for all IMRs, Report Packs and some client letters.

Finally, you'll soon notice a new Annual Review Data report in your clients report section. It allows you to configure and download client data in CSV file format to make gathering data for your annual reviews that much easier.