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17th March 2014

Scottish Life: Introducing the market’s first scheme risk profiling tool

We’re about to help you make the suitability assessment process for your corporate clients a whole lot easier.

The high volume of employers staging over the next two years means that efficient processes and support will be key to realising the opportunity on offer.

That’s why we’ve created the market’s first scheme risk profiling tool – an easy to use tool that takes the pain out of selecting a suitable default investment for your corporate clients.

It’s available to use now!

You can access the tool via online services now.  As well as the tool we’ve also created a full suite of supporting material to help you get fully up to speed and familiar with the tool and its process. 

This ranges from a useful user guide, a sample client report and fact-find to further information on scheme demographics as well as links to the appropriate DWP and TPR guidance.

So go on, what are you waiting for?  Access the tool and get started now!

March 2014

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