By encouraging investors to review and value their statements, it will encourage them to review their retirement plans with you.

Our designs will ensure that they are a further justification of your recommendation to use us and a reflection of the quality of the service received.

In designing our annual statements we conducted research, presented designs and sought feedback from advisers at every step.

Integrity
At Suffolk Life we’ve always done things differently. For years we have prepared fully reconciled statements rather than just stapling together faxes and photocopies from third parties. So you can trust that the values have been verified.

Clarity
Too many providers’ statements are seen as long, complicated and confusing and yet are also criticised for insufficient detail.

Bringing a lot of information together clearly is a challenge. The answer was improved navigation, summary headlines and an explanatory guide to the content of each section.

‘At a glance’ summaries make seeing the big picture easy.

And the detail you asked to see is much easier to interpret with the aid of the step-by-step explanation in the statement carrier.

Value
We have significantly improved the look and feel of our annual statements. The high quality carrier in which they are delivered is ideal for the safe-keeping of these documents which investors value.

The annual statement provides an ideal base from which to review your clients’ retirement plans and investments.

View a sample of our annual statement in more detail.

For detailed information on the new annual statements please click here.