Later this month you’ll see a whole new look to our top up Investment Management Reports (IMRs).
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 platforms Top up tool. Here are some of the key changes:
What's changed?
Here are some of the key changes that you'll see:
- Changes to the layout and content make it easier to follow.
- Simplified charts and graphs 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.
We'll let you know once the new IMR is ready to use - so stayed tuned.
Let us know what you think
If you have 2 minutes, please let us know what you think of our new IMR. It'll help us make the report even better going forward.
