Presentation on theme: "U-Skan For financial advisers only June 2011. increasing regulatory focus Investment tools, such as U-Skan, can add value to an adviser’s business However,"— Presentation transcript:
increasing regulatory focus Investment tools, such as U-Skan, can add value to an adviser’s business However, they support, not replace, advice Advisers must understand the scope and limitations of any investment tool Ensure they are used appropriately Mitigate against any limitations
U-Skan – background U-Skan first launched in 2005 –Over 4 million reports since launch –2,775 average per working day –8,000+ user base Around 75% for reviewing existing business The market leading client review tool?
U-Skan 2.0 Chart a portfolio’s switching history –Demonstrate the value of advice Additional benchmarking capabilities Improved risk reporting More white labelling functionality
white labelling White labelling options extended to all reports Uses same process as current client report Spectrum reports can now be white labelled
benchmarks Save model portfolios (with history) as a benchmark Weighted index benchmark Losing the no benchmark option All benchmarks can track switch history –Automatically, or manually
improved risk reporting Historic and expected risk scores shown on all reports ‘How risky has my portfolio been’ vs. ‘How might I expect it to perform in the future’ Adviser report will chart historic volatility
switch history What is it? –The inclusion of fund switches and rebalancing when calculating portfolio performance and volatility ‘How has my portfolio been performing?’ ‘What is driving the performance?’ Demonstrate the value of advice –Run ‘what if’ scenarios…. what if we had/hadn’t switched –Fully integrated into SIS All switches since plan commencement or migration are reflected
switch history Important notes –Only switches and portfolio rebalancing No top-ups No regular premiums No charges –Use U-Skan with valuations, transaction histories etc
U-Skan 2.0 – support Online resource centre –Training videos The power of U-Skan How to get to U-Skan U-Skan for model portfolios Benchmarks on U-Skan The different U-Skan report types U-Skan report content –User guide –Q&A www.skandia.co.uk/adviser/u-skan
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