The Private Finance Society’s Paraplanning panel has printed a information to assist members in writing suitability experiences.
The information is the most recent version to the organisation’s studying content material hub.
The information affords greatest follow steering round what to incorporate in a suitability report to make sure shoppers are outfitted to make properly knowledgeable selections.
It covers all facets of suitability report writing together with language and tone, construction, danger profile, potential disadvantages, funding technique, and efficiency comparability.
The free information contains examples of fine and dangerous follow, SMART targets (particular, measurable, achievable, related, and timebound), and high suggestions, in addition to accessibility sources to accommodate shoppers with completely different wants.
The PFS stated the brand new information will assist Paraplanners to write down extra participating and informative suitability experiences, which might assist shoppers belief their adviser and their skill to “do the proper factor” for them.
The information has been developed by Alan Gow, Laura Royle, and Philip Greenwood of the PFS Paraplanning panel, alongside Melissa Kidd, director of Motem.
Ms Royle stated: “The information goes again to fundamentals to offer sensible steering for writing suitability experiences. The intention is to assist Paraplanners write clear and concise experiences which can be compliant, inclusive, and interesting – experiences that shoppers will need to learn.”
The PFS held its annual Paraplanning convention this month. The occasion is without doubt one of the largest within the paraplanning calendar and included classes on impactful report writing.
The information is on the market on the PFS studying content material hub.
The educational content material hub features a vary of fine follow guides, analysis and technical articles.
