ABCDEFGHIJKLMNOPQRSTUVWXY
1
Report type tag can be used in
2
Category / SectionTagDescriptionStep generated bySuitabilityReview 2.0Fund SwitchTop-up / Bed & ISAContinued SR
3
General user-related{CL_AdviserText}First and last name of the user who owns the client(s) (typically the adviser)
4
{ClientOwnerEmail}Email address of the user who owns the client(s) (typically the adviser)
5
{AdviserSignature}Signature image of the user who owns the client(s) (typically the adviser)
6
{JobTitle}The job title of the user who owns the client(s) (typically the adviser)
7
{PreparedBy}Name (and headshot image) of user who owns the client as well as the company name, address and telephone number and download date.
8
{ReportCreatedBy}First and last name of the user who the report has been created by (this is particularly useful when the Writer User is a paraplanner).
9
10
General client-related{Client}Client(s) title, first name and last name
11
{SalutationOrClient}Client(s) salutation
12
{Address}Client(s) address
13
14
General report-related{Date}Date report is downloaded
15
{Logo}Company logo
16
{CompanyName}Company name
17
{ReportTitle}The name of the report as entered in the Report Name field of the Report Details page.
18
{IntReportReference}
The report reference as entered in the Report Reference field of the Report Details page prefixed with 'Report Ref:'. If no value is entered in field nothing gets included.
19
{RW_Table}Summary of client / advice specific risk warnings presented in tabular format.
20
{APP_ATRCategoriesTable}Summary of all ATR descriptions for the selected set of profiles presented in a tabular format.
21
{ReportTitleFooter}The content as entered in the Report Title Page Footer field in Account Admin > Your Company Details
22
23
Executive Summary{Sum_Objectives}Summary of client's headline objectives listed in priority order.Client Objectives
24
{Sum_SecTables}
Shortened summary of the client's plans from all of the review / recommendation section(s) included within the report presented in a tabular format.
Plan Summary in review and recommendation sections
25
{Sum_InvStratTables}Summary of any new or revised investment strategies.
26
27
Introduction Section{Intro_ClientTable}Summary of client(s) circumstances presented in a tabular format Client Circumstances & Client Circumstances Update
28
{Intro_FurtherClientInfo}Free text included at the bottom of the Client Circumstances step.Client Circumstances
29
{Intro_CCU_FurtherInfo}Free text included at the bottom of the Client Circumstances Update step.Client Circumstance Update
30
{VulnerableClientFriendsFamilyNames}Name(s) of the relative / friend of vulnerable client
31
{ClientObjectiveList}Detailed summary of client's new objectives together with accompanying KYC Info listed in priority order.Client Objectives
32
{AssetsLiabilitiesUpdateTable}A summary of the client's assets and liabilitiesAssets & Liabilities & IHT Position
33
{IHTLiability}The client's current IHT positionAssets & Liabilities & IHT Position
34
{AssetsLiabilitiesFurtherInfo}Free text included at the bottom of the Assets & Liabilities Update step.Assets & Liabilities & IHT Position
35
{ObjectivesReview}List of client's objectives with progress update presented in tabular formatReview of Client Objectives
36
{EP_EstatePlanning}Text entered in the free text box in the Estate Planning field.Overview of Existing Provision
37
{EP_FamilyProtection}Text entered in the free text box in the Family Protection field.Overview of Existing Provision
38
{EP_IncomeProtection}Text entered in the free text box in the Income Protection field.Overview of Existing Provision
39
{EP_MortgageArrangements}Text entered in the free text box in the Property, Mortgage and Other Loan Arrangements field.Overview of Existing Provision
40
{EP_RetirementPlanning}Text entered in the free text box in the Pensions field.Overview of Existing Provision
41
{EP_SavingsAndInvestments}Text entered in the free text box in the Savings and Investments field.Overview of Existing Provision
42
43
Client Risk Profile{ATRTool}Name of risk profiling toolReview of Attitude to Investment Risk
44
{ATRTable}Summary of client's current and previous attitude to risk profile presented in tabular formatReview of Attitude to Investment Risk
45
{ATRDescription}Description of client's current attitude to risk profileReview of Attitude to Investment Risk
46
{ATRFurtherInfo}Text entered in the free text box at the bottom of the Review of Client's ATR stepReview of Attitude to Investment Risk
47
{IS_RiskToolText}Text entered in the 'Which risk profiling tool was used?' text box.Attitude to Investment Risk
48
{IS_ATR_RiskProfileInfo}Text entered in the free text box at the bottom of the Attitude to Risk step.Attitude to Investment Risk
49
{IS_ATRTable}Client(s)'s selected risk profile(s) and description(s)Attitude to Investment Risk
50
{IS_CFLText}Bulleted description of client's capacity for lossCapacity for Loss
51
{KnowledgeExperienceText}Single word description of client's knowledge and experience.Knowledge and Experience
52
{KE_Detail}Free text included at the bottom of the Knowledge & Experience step.Knowledge and Experience
53
{CRP_OtherConsiderationsList}List of any additional investment preferences or other considerations.Investment Preferences & Other Considerations
54
55
Review of your Existing Investments{IRV_MasterTable}Details of the client(s)'s existing investments presented in tabular formatPlan Summary
56
{IRV_MasterTable_InvestmentStrategy}The Current Investment Strategy(s) of the client's existing investment(s) as well as any performance images pasted into the text boxPlan Summary
57
{IRV_ChargesTable}The recurring annual charges that currently apply to the existing investment(s) presented in a tabular format. Current Plan Charges
58
{IRV_RecommendedActionList}The recommended action selected for the existing investment(s) and the selectable advice reasons confirming the reasons why. Recommended Action
59
{IRV_RFW_Table}The recommended withdrawals from existing plan(s), presented in tabular format.Recommended Withdrawal
60
{IRV_RCCON_Table}The recommended contributions to existing plan(s), presented in tabular format.Recommended Contribution
61
{IRV_DisadvantagesList}List of disadvantages associated with the recommendation(s) being made Key Disadvantages & Tax Implications
62
{IRV_RevInitCharTable}An overview of any initial charges that will apply to the existing plan(s) following a recommended action, presented in a tabular format.Revised Plan Charges
63
{IRV_RevAnnCharTable}
An overview of the revised recurring annual charges that will apply to the existing plan(s) following a recommended action, presented in a tabular format.
Revised Plan Charges
64
{IRV_RevCharTableFurtherInfo}Text entered into the freetext box on the Revised plan charges stepRevised Plan Charges
65
{APC_IRV_IRA_Table}
The difference in the recurring annual charges of the existing plan and the alternative plan that has been recommended to replace it presented in a tabular format.
Plan Comparison: Plan Charges
66
{APP_IRVRIYTable}Details of the reduction-in-yield of the existing plan and the recommended alternative plan presented in a tabular format. Plan Comparison: Reduction in Yield
67
{APP_IRVPERFTable}Details of the past performance of the current and the recommended alternative investment strategies presented in a tabular format. Plan Comparison: Performance
68
69
Review of Your Existing Pension Plans{PRV_MasterTable}Details of the client(s)'s existing pensions presented in tabular format.Plan Summary
70
{PRV_MasterTable_InvestmentStrategy}The Current Investment Strategy(s) of the client's existing pension(s) as well as any performance images pasted into the text boxPlan Summary
71
{PRV_BenefitsTable}A summary of the benefits & features of the existing pension plan(s) presented in a tabular format. Benefits & Features
72
{PRV_ChargesTable}An overview of the recurring annual charges that currently apply to the existing pension plan(s) presented in a tabular format.Current Plan Charges
73
{PRV_RecommendedActionList}The recommended action selected for the existing pension plan(s) and the selectable advice reasons confirming the reasons why. Recommended Action
74
{PRV_RCCON_Table}An overview of the additional contributions (lump sum, regular, transfer-in) being recommended, presented in a tabular format.Recommended Contribution
75
{PRV_LSP_Table}Details of any lump sum cash payment taken from the existing pension plan(s) presented in a tabular format. Recommended Withdrawal
76
{PRV_RevInitCharTable}An overview of any initial charges that will apply to the existing plan(s) following a recommended action, presented in a tabular format.Revised Plan Charges
77
{PRV_RevAnnCharTable}
An overview of the revised recurring annual charges that will apply to the existing plan(s) following a recommended action, presented in a tabular format.
Revised Plan Charges
78
{PRV_RevCharTableFurtherInfo}Text entered into the freetext box on the Revised plan charges stepRevised Plan Charges
79
{DB_Con_Requirements}Details of the Client's RequirementsDB Pension Death Benefit Considerations
80
{DB_Con_ExistingAssets}Details of the Client's Existing AssetsDB Pension Death Benefit Considerations
81
{DB_Con_PartTrans}Details of Partial TransferDB Pension Death Benefit Considerations
82
{DB_Con_LifeCover}Details of Life Cover (WOL & Term Policies)DB Pension Death Benefit Considerations
83
{PRV_DisadvantagesList}List of disadvantages associated with the recommendation(s) being made.Key Disadvantages & Tax Implications
84
{APC_PRV_IRA_Table}
The difference in the recurring annual charges of the existing plan and the alternative plan that has been recommended to replace it presented in a tabular format.
Plan Comparison: Plan Charges
85
{APP_PRVRIYTable}Details of the reduction-in-yield of the existing plan and the recommended alternative plan presented in a tabular format. Plan Comparison: Reduction in Yield
86
{APP_PRVPERFTable}Details of the past performance of the current and the recommended alternative investment strategies presented in a tabular format. Plan Comparison: Performance
87
{APP_PRVDBTable}Details of the death benefits of the existing plan and the recommended alternative plan presented in a tabular format. Plan Comparison: Death Benefits
88
{TVC_CETV}TVC Equivalent Transfer ValuePlan Comparison: Transfer Value Comparator
89
{TVC_ComparableIncome}TVC Comparable IncomePlan Comparison: Transfer Value Comparator
90
{TVC_RetIncome_Cost}TVC Cost of providing retirement incomePlan Comparison: Transfer Value Comparator
91
{TVC_BarGraph}TVC bar graphPlan Comparison: Transfer Value Comparator
92
93
Review of your Existing Retirement Income Plans
{DDRV_MasterTable}Details of the client(s)'s existing pensions presented in tabular format.Plan Summary
94
{DDRV_MasterTable_InvestmentStrategy}The Current Investment Strategy(s) of the client's existing pension(s) as well as any performance images pasted into the text boxPlan Summary
95
{DDRV_BenefitsTable}A summary of the benefits & features of the existing pension plan(s) presented in a tabular format. Benefits & Features
96
{DDRV_ChargesTable}An overview of the recurring annual charges that currently apply to the existing pension plan(s) presented in a tabular format.Current Plan Charges
97
{DDRV_RecommendedActionList}The recommended action selected for the existing pension plan(s) and the selectable advice reasons confirming the reasons why. Recommended Action
98
{DDRV_RFW_Table}Details of any withdrawals being taken from the existing pension plan(s) presented in a tabular format. Recommended Withdrawal
99
{DDRV_RCCON_Table}Details of any contributions being made to existing plan(s), presented in a tabular format.Recommended Contribution
100
{DDRV_RevInitCharTable}An overview of any initial charges that will apply to the existing plan(s) following a recommended action, presented in a tabular format.Revised Plan Charges