Value For Money Testing

Help ensure that clients are getting a fair deal.

Any investment product needs to have a good prospect of delivering a return, after charges, beyond that of risk-free investments such as cash deposits.

Our Value for Money Testing helps to ensure that clients get a fair deal from their investments – an area closely supervised by the regulator.

It assesses value by allowing you to set realistic targets for different investment durations. Then possible outcomes are forecast using our market-leading Economic Scenario Generator, Insight.