FundsNetwork to launch with-profits review service

Fidelity FundsNetwork is to launch a with-profits review service in early 2007. The FundsNetwork...

Fidelity FundsNetwork is to launch a with-profits review service in early 2007. The FundsNetwork With-profits Analyser has been developed to help advisers undertake a case-by-case review of a clients’ legacy with-profits policy. The review service and FundsNetwork With-Profits Analyser will initially focus on with-profits bonds. It will be based on data derived from the PPFM, FSA returns and Cazalet Consulting Analytics, and will use stochastic forecasting to look at both the current with-profits policy as well as a range of alternative asset allocation models. The service will assi...