Products - Retirement Planner

We can help you to build a holistic picture of a customer’s retirement assets in four stages

1. Fact finding

• 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

• Select products from available wrappers
• Construct portfolios (incl models and shortlists)
• Select and analyse funds from full range of collectives and securities

• Produce a customer report with graphics and the ability to edit content

Please contact us if you would like to know more.