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The annual statement provides an ideal base from which to review your clients’ retirement plans and investments. Too many providers’ statements are seen as complicated and confusing and yet are also criticised for insufficient detail.
We send out fully reconciled statements rather than just stapling together faxes and photocopies from third parties. Our statements include a step-by-step guide to the content of each section, as well as ‘At a glance’ summaries make seeing the big picture easy.
For detailed information on the annual statements click here.