Distribution Technology, the UK’s leading provider of financial advice software, is pleased to announce the launch of At Retirement Planner which has been deployed for AEGON Scottish Equitable. At Retirement Planner helps advisers use stochastic analysis to advise clients on retirement options and appropriate asset mixes for pensions decummulation.
At Retirement Planner is the first tool of it’s type to combine critical yield analysis with stochastic projections and suitability scoring. This makes the tool uniquely useful for advisers considering whether to recommend secured or unsecured pensions, and supports AEGON’s position as a market leader in providing unsecured pension products.
Dominic Holmes, Head of Sales and Distribution at Aegon said :
“The At Retirement market place continues to be at the Forefront of AEGON thinking and I am extremely pleased to be able to demonstrate AEGON commitment to advisers operating in this complex marketplace with the launch of the At Retirement Planner which further strengthens the suite of advisory tools that we have developed in conjunction with Distribution Technology”
Ben Goss, CEO of Distribution Technology Limited, added ‘We are delighted to work with AEGON in delivering the At Retirement Planner, the newest member of the Dynamic Planner suite of tools. At-Retirement Planner is easy-to-use for intermediaries, and ensures that the advice process is profitable for advisers, and that customers are receiving relevant advice and treatment.’
For further information on Distribution Technology, please contact
T: +44 (0) 118 903 5850
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