View more on these topics

Accessible designs

I agree whole-heartedly with a recent survey that the clarity and usefulness of most providers’ yearly personal pension statements (and the initial illustrations) leave a great deal to be desired.

Several years ago, I designed one for our own use and we transcribe on to it most of the figures from the provider’s illustrations. These have generally been well received by our clients as giving them a very much better idea of what a given level of contributions might provide at retirement.

Our custom-designed illustrations contain considerably less information than all the providers are required to provide but, as a streamlined version to be read alongside the standard versions, their value is inestimable. Alongside our illustrations, those produced by the providers are barely glanced at.

If any provider wishes to contact me for some design ideas, then, for a reasonable fee, I would not be averse to sharing them.

Julian Stevens
Harvest IFM Bristol


Huge inflows raise fears over Woodford’s funds

Invesco Perpetual has allayed adviser concerns about the ever increasing size of Neil Woodford’s income and high-income funds.The two portfolios, which have over 12bn in assets, took over 1bn in the first quarter alone. High income was the best seller on several fund platforms this Isa season, sparking talk among advisers of a possible future […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm