Resource centre

Featured resources

Quarterly update

October 2018

Salman Ansari of EValue's Asset Modelling team provides us with an update of the previous quarter up to October 2018.

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Quarterly update

July 2018

Salman Ansari of EValue's Asset Modelling team provides us with an update of the previous quarter up to July 2018.

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Quarterly update

April 2018

Salman Ansari and Jack Evans of EValue's Asset Modelling team, provide an overview of the previous quarter and what we can expect in the coming quarter.

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Quarterly report

October 2018

This report compares the underlying projected asset returns assumed in the October 2018 and August 2018.

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Quarterly report

July 2018

This report compares the underlying projected asset returns assumed in the July 2018 and April 2018.

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Quarterly report

April 2018

This note compares the underlying projected asset returns assumed in the April 2018 and January 2018.

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PENSIONS FREEDOM INDEX

2018

With more than 112,000 individuals accessing the EValue pension modellers, the release of the 2018 Pension Freedom Index issues an insight into how users are exploring their new options.

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PENSIONS FREEDOM INDEX

2017

Over 52,000 individuals have explored their new options through EValue's Pensions Freedom Planner, currently deployed by a number of EValue clients.

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EValue brochure

Powering financial insights

Learn about our history, our purpose, our tools and solutions, and read about successful projects.

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Fact sheet

Risk profiler

Risk profiler comprises an off-the-shelf psychometric questionnaire to help advisers establish the…

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Fact sheet

API Portal overview

APIs provide our clients with the ability to easily integrate EValue's forecasting into their own…

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Fact sheet

Funds Risk Assessor

EValue's Funds Risk Assessor tool is designed to help advisers select individual funds and a…

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Fact sheet

Background to Insight Asset Model

This video takes you through the background to the EValue economic scenario generator model…

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Fact sheet

Portfolio analyser

Portfolio Analyser enables advisers to analyse a client’s existing assets both at product level…

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Fact sheet

Advertising on pension transfer response to CP1716

EValue welcomes the FCA’s Consultation Paper on pension transfers. In the light of the high level…

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Fact sheet

Calculating the risk rating of portfolios

This document sets out details of efficient portfolio construction against a risk rating scale…

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Fact sheet

How do we risk rate a fund or portfolio?

Funds Risk Assessor can risk rate any investment proposition (whether an individual discretionary…

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Fact sheet

Psychometric risk questionnaire

An integral part of giving advice is taking into account the risk profile of the individual and…

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Fact sheet

Psychometric risk profiling

Risk profiler comprises an off-the-shelf psychometric questionnaire to help advisers establish…

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Fact sheet

Risk questionnaire due diligence

This document aims to look in detail at EValue's standard risk questionnaire and show how it…

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Fact sheet

Adviser protection planner

Protection Planner allows advisers to quickly and easily see the impact of providing protection…

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Fact sheet

Adviser investment planner

Investment Planner allows advisers to show the benefits of investing based on the client’s risk…

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Fact sheet

Adviser lifetime planner

EValue's Lifetime Planner tool has been designed to help advisers work with their clients…

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Fact sheet

Adviser pensions freedom planner

EValue's Pension Freedom Planner tool has been designed to help consumers explore their…

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Fact sheet

Adviser retirement planner

Retirement Planner helps advisers to communicate the potential risk and returns of their client…

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Fact sheet

ROBO advice foundation solution

Robo-advice is going to evolve dramatically in the coming years. However, no matter which advice…

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Fact sheet

Flexible retirement options

EValue's Flexible Retirement Options tool helps employers to clearly and impartially communicate…

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Report

“No-Deal” Brexit - Outcome of review

The EValue Insight Team explore the impact that a “No-Deal” Brexit might have on asset allocations after March 2019.

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Report

Big Changes, Big Challenges

This white paper considers the potential issues and long term challenges that the financial services industry faces in addressing the new pension environment from April 2015. The paper makes some important recommendations to Government, regulators and the industry.

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Report

Robo Advice

Of all the enthusiasms that have swept through the financial services industry during my many years as part of it, I think the current surge of interest in so-called “Robo advice” is one of the most confused and the most confusing.

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How to

Recommend suitable funds that match the client's risk profile

In the first of our 'How To' series for advisers we'll be looking at what you need to consider…

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How to

Communicate the impact of risk to your clients

In the second of our 'How To' series for advisers we will consider the subject of risk and the…

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How to

Make sure your forecasts are realistic

In the third of our ‘How To’ series for advisers we’ll be looking at what you need to consider…

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How to

Establish a clients capacity for investment risk

In this fourth guide of our 'How To' series for advisers we will be looking at establishing a client…

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How to

Choose a growth risk questionnaire that is fit for purpose

In the fifth of our 'How To' series we will consider the importance of a risk assessment question…

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How to

Engage employees with financial matters online

In this 'How to' guide we'll be looking at the issues employers need to consider in order to engage…

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How to

Help your clients use their pensions freedom wisely

The new pension freedoms that came into effect in April 2015, may, at first, seem like a very attractive…

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How to

Communicate pension changes using online tools

Pension legislation is complex. If individuals fail to understand the pension options that are available...

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E-books

Improving customer experience with personalisation

Learn how to improve engagement, meet customer expectations, and discover an easy way to bring personalisation into your offerings.

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E-books

Stochastic Modelling

This document aims to explain what stochastic modelling is and how it can be applied to financial planning. In particular, it highlights the differences between deterministic and stochastic modelling and what you should look for in selecting a robust stochastic mode

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E-books

EValue Asset Model Overview

The aim of the EValue asset model is to provide its users with the best possible understanding of their investment options. The typical ultimate consumer of our model is a private investor making decisions about long term investments most likely through collective investment schemes.

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