With Profits Fund Analysis
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” (see above) 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. The review covers the following:
- Funds are categorized using Cazalet ratings and OBSR qualitative views
- A range of data is provided on fund returns, asset allocations, etc
- Details of bonus rates, MVA’s etc are provided by policy series
- Cazalet fact sheets on over 25 leading funds
For general enquiries contact phil.lindsay@obsr.co.uk