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Pension reforms trigger pro-active investment reviews


In the wake of the UK’s new pension legislation, the latest data from Selectapension’s Asset Reviewer tool shows usage has significantly risen, increasing by 43% since March last year. 

This suggests that the pension reforms have acted as a catalyst for Advisers to proactively analyse their clients’ investments.
Asset Reviewer enables Advisers to undertake an analysis of their clients’ existing investments to ensure they match their attitude to risk. Therefore if the investments are not considered suitable by the Adviser, these can be remodelled or switched. The system allows Advisers to save a great deal of time, and by using Asset Reviewer they can analyse and select appropriate funds in as little as 30 minutes. By comparison, completing an in-depth manual analysis of investments could take several days, which means Advisers can spend more time focusing on building and servicing their client relationships.
The new data from Asset Reviewer also reveals that Bonds and Property are currently the favoured choices amongst Advisers. The top five most popular funds as of May 2015 are:
1 Jupiter Strategic Bond Acc
2 Henderson UK Property A Acc
3 First State Asia Pacific Ldrs A
4 M&G Feeder of Property Port A Inc
5 IP Corporate Bond Acc

In addition to the time-saving ability of Asset Reviewer, Advisers can take advantage of an innovative live counter feature to filter results, for example focusing on fund risk ratings, alongside performance and feature options such as clean share classes.
Andy McCabe, Managing Director at Selectapension, says: “Asset Reviewer demonstrates the importance of having research and investments all in one place.  This represents a huge time saving ability, enabling Advisers to concentrate on closer interaction with clients.”

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