Many clients have built up considerable cash balances within their accounts over the last year or so – largely due to market and economic uncertainty. This asset allocation decision has been understandable but it may be prudent to check whether large allocations to cash are still appropriate, particularly for younger clients in long-term savings vehicles such as the pension.
Our Cash Report allows you to review large cash holdings held within client accounts. The report covers all accounts – ISA, Investment Account and Pension – and is available through our Reporting Services facility.
Run your Cash Report. To access this report, select 'Firm' from the left-hand menu of our Client Management facility followed by 'Reporting Services'. You'll then be able to select the report which will be ready within 24 hours.
If you need more help with using our reports, you may find it useful to download our Reporting Services guide
Our ‘Technical matters’ hub provides a wide range of guides and support on retirement and tax planning.
Investment Finder offers you a range of search criteria to help you find fund and exchange-traded investments for your clients.
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