OBSR works closely with Cazalet Financial Consulting in providing IFA’s with a range of services relating to With Profits funds.
Cazalet Financial Consulting’s fact sheets appear in our software system “OBSR Selector” and are used to support panel recommendations.
A stand alone review is available which is designed to assist advisers in dealing with their book of existing With Profits business. These reviews categorised the funds using Cazalet ratings and OBSR qualitative views as well as provide a range of data on fund returns, asset allocations, bonus rates and MVA’s. Currently we cover in excess of 25 of the leading With Profits funds.
If you are interested in this service or for general enquiries please contact info@obsr.co.uk