Zombie
As we near Halloween and reach the twilight of our journey, we thought this might be appropriate. Without wanting to…
AtoZ
Yearly
Whether you’ve committed to yearly, 6-monthly, quarterly or whatever frequency of review, it is vitally important that you can demonstrate…
X-Factor
X-Factor - A noteworthy special talent or quality. For example: "There are a number of suitability report generators around, but…
Waffling
Someone who waffles speaks or writes at length in a vague or trivial manner. Avoid reports that waffle. Use an…
Verbatim
As we reach the nether regions of the alphabet, the letters get correspondingly trickier. We have therefore called on the…
Unique
Probably the single most important aspect in report writing is relating your recommendations to your client circumstances and because no…
Transfers
This generically refers to the transfer of benefits. Specifically however, it is essential that firms understand what constitutes a ‘pension…
Switches
This is a generic term used to describe a switch from one investment to another. This could be an investment…
Replacement Business
(From this blog’s perspective it is coincidental that ‘R’, ‘S’ and ‘T’ are adjacent in the alphabet and you should…
Quarantine and Quality Control
Don’t rush out your suitability reports. Our recommendation is that after writing, you ‘quarantine’ the report until it has been…