Our re-design project has been an exhaustive process. We have 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 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 upon which investors told us they place great value.

The annual statement provides an ideal base from which to review your retirement plans and investments together with your adviser.