Client Management

We have introduced a new suite of online policy reporting functionality which will provide full fund performance and analysis on your clients policies.

‘Asset Analyser’ is a new feature built into our existing contract enquiry service which will enhance your options for analysing key data and assessing the performance of your client’s policies, key metrics include:

  • Asset / Geographical /  Sector Split analysis
  • Portfolio composition
  • Performance
  • Portfolio Risk
  • Stock overlaps
       

You can also create fully customisable PDF reports, ensuring that they are tailored to meet your client’s specific needs.  In addition our comprehensive reporting suite supports full PDF print capability,  including ‘Valuation’ and ‘Investment History’ reports which capture both current and historical performance data.

Play video Client Management Centre 3.27 mins

Our new suite of policy reporting options


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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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