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Research Services

Our range of research services has been designed to allow you to pick and choose the individual services you require.​

The full range of research services we offer is detailed below.

 

Product & Investment Research

We undertake product and investment research using independent research tools. This can be completed on your behalf or we can use your own research tools.

Many of our advisers undertake product and investment research as a standalone project, prior to instructing a suitability report.

Pension Comparison Research

We complete pension comparison research for defined contribution and money purchase pension switching, as well as drawdown. Using Selectapension, we will compare existing and recommended pension scenarios for your client, which is integrated into our suitability reports.


Many of our advisers undertake pension comparison research as a standalone project, prior to instructing a suitability report.

Appropriate Pension Transfer Analysis (APTA)

We complete APTA research for defined benefit transfers, where we have a great deal of experience. Using Selectapension, we will compare existing and recommended pension scenarios for your client which is integrated into our reports.


In addition to the APTA report, we also undertake additional cashflow analysis for defined benefit clients as standard. We will provide both APTA and additional cashflow reports to both life expectancy age and a period beyond.


Many of our advisers undertake APTA research as a standalone project, prior to instructing a suitability report.

Fund Research and Analysis

We complete fund research and analysis using FE Fund Info, which is integrated into our suitability reports. Where possible we will compare the asset allocation, performance, volatility and charges of existing and recommended investment strategies.


In addition, we also complete fund research to assist firms with analysis for their centralised investment propositions.

 

Reality Paraplanning is not regulated by the Financial Conduct Authority (FCA) to provide advice or recommendations

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