Distribution Technology, the UK’s leading provider of financial planning and sales technology, and leading insurance, investment and pensions group LV= are delighted to announce the launch of a new online Retirement Planning application.
The LV= Retirement Planner enables financial advisers to conduct a detailed analysis of clients’ attitudes to risk and build investment portfolios to help achieve specific goals in retirement, focussing on the range of pension products and funds offered by LV=.
Advisers are able to conduct a full retirement planning financial review, as well as an ‘express route’ for advisers wanting a quick and easy to use way of identifying suggested asset allocation for clients. The tool also links through to specific risk graded funds available through the LV= Pensions Platform
In addition, as with all Distribution Technology applications, Retirement Planner benefits from the Planning and Sales Platform, which allows real-time analysis of a client’s goals and budget, leading to significant time savings for advisers and increased client satisfaction.
Ray Chinn, Head of Pensions at LV=, comments: “The launch of the LV= Retirement Planner is an important component of our strategy to build market share and grow our retirement business. This latest innovation will enable advisers to work more effectively on behalf of their clients, and delivers a compelling solution to advisers looking to work with a reputable provider to optimise their clients’ investment portfolios both pre and post retirement.”
Ben Goss, Chief Executive Officer of Distribution Technology, added: “The retirement market is growing fast and we are delighted to be working with LV= to support them with their plans. LV= Retirement Planner is a rich, easy to use, online application that helps both advisers and clients model their retirement needs.”
For further information financial advisers can visit www.lvadviser.co.uk
T: +44 (0) 118 903 5850
F: +44 (0) 118 950 3765
E:
