The Retirement Account Dashboard

Overview

Our Model Portfolio Manager tool allows you to:

• Create model portfolios and place clients into them
• Select from your list of model portfolios and place a client into one* model portfolio at any stage
• Create, amend and close models
• Change the model portfolio which automatically updates the customers’ investment strategy (regular premiums will be invested in line with the updated model). Current investments won’t change in line with the new model portfolio until either an ad-hoc or auto rebalance is instigated
• Models can be created by a network, firm or an individual adviser
• Advisers can assign multiple clients to a model in one go, or change a model that multiple clients are assigned to
• Models will be shown in illustrations and annual statements
• Perform an ad-hoc rebalance to a model, which will impact all clients invested in it
• Regular auto rebalance cannot be set at model level, only individual client level

* You can only set one investment strategy for a client across all of their Pension Drawdown accounts (i.e. one model portfolio, or a series of funds with a strategic allocation). A different investment strategy can be set up for Pension Savings.

Model Portfolio user access:

Functionality available to user types:

Registration

Register for the dashboard

Next steps

Approved on 01/03/2024