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Retirement builder summary

Planning for retirement means making the most of your client’s income and assets today, ready for tomorrow. We can help you show why it’s important to invest, how a current strategy compares with set goals and how any shortfall could be addressed.

Contents

This module can provide you with just the planning tools or help you to build an holistic picture of a customer’s retirement assets in four stages, if you require a complete front office and servicing solution.

Fact finding Financial planning
  • Analyse current arrangements, including state pension
  • Incorporate non-pension assets if required
  • Set multiple goals
  • Conduct a psychometric risk profile
  • Assign a risk category between 1-10
  • Compare current and target asset allocations
  • Analyse the efficient frontier
  • Analyse salary sacrifice
  • Conduct stochastic forecasting and likelihood of meeting goals
  • Conduct scenario planning
  • Analyse drawdown vs annuity options at retirement
Formulating advice Reporting
  • Select products from available wrappers
  • Construct portfolios (including models and shortlists)
  • Select and analyse funds from the full range of collectives and securities
  • A customer report is produced with useful graphics and the ability to edit content

Benefits

In 2011, our affordability/budget tool, income tax calculator, lifetime income and objective planner, risk profiling tool, targeting income in retirement tool and tax-free cash calculator were all star rated by F&TRC.

Advisory businesses

We can help you deliver compliant pensions planning advice that takes into account the client’s needs, existing assets and income.

Our reports provide you with quality graphics, a risk profile and scenario planning results to ensure your client understands the importance of effective pension planning – giving you the opportunity to ensure they are well funded and protected.

Asset managers

We can help advisers deliver compliant pensions planning advice that takes into account the end customer’s needs, existing assets and income.

Our reports provide quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective pension planning.

Providers & Platforms

We can help you deliver compliant pensions planning tools and advice that takes into account the client’s needs, existing assets and income.

Our reports provide you and your advisers with quality graphics, a risk profile and scenario planning results to ensure the end customer understands the importance of effective pension planning – giving you the opportunity to ensure they are well funded and protected.

Please contact us, to find out how we can enrich your customer relationships.