TEP Maximiser Annual Reviews


Our Annual Review Packs and Illustrations provide future projections of estimated performance based on current actuarial assumptions and interest rates. However, we are able to provide Illustrations based upon alternative assumptions upon request.

Once the Annual Review is completed, we use a traffic light system to categorise each Annual Review according to the performance and current position of each Portfolio. This system is summarised below:

 
Green: Portfolio is performing at/above expectations

 
Amber: Action may be necessary in order for the portfolio to remain within the Lender's criteria and/or meet the original objectives

 
Red: Immediate action necessary in order for the portfolio to meet the Lender's criteria.

You will find further details regarding this system and our Annual Review process in our Maximiser Annual Review Information BrochurePDFopen in new window(910 KB)

Should you require any further information please contact the Reviews Team using the Contact Us section.