Products - Retirement Planner

Retirement Planner enables advisers to create powerful retirement strategies for their clients and select appropriate products and funds. Unlike traditional systems, Retirement Planner incorporates existing pension (private and state) analysis, portfolio x-ray, goal setting, risk profiling, asset allocation, forecasting, product selection and portfolio construction into a single process, giving advisers a consistent and seamless approach to creating a retirement plan. The result is that high quality, professional retirement plans and recommendations are created quickly and easily.

Key benefits:

• A sophisticated tool for advisers to help them provide a high quality service, quickly, easily and more compliantly
• High quality, robust, recommendations created easily and consistently
• Helps with selecting appropriate levels of contribution and suitable asset allocations and funds
• Extensive graphics and reports enhance adviser-customer interaction
• Increased case sizes and ongoing relationships generated through goal-based planning
• Acquisiton of existing client assets through inclusion of all assets, not just pensions, within the retirement analysis
• In the pre-retirement, retirement and drawdown phases, Retirement Planner recommends strategies that will produce the right mix of capital and income
• Help advisers position your products or funds within client portfolios
• Build stronger relationships with advisers by providing the tools they need to provide great advice
• Models transitional cash flow, lifetime cash flow and a lifetime wealth picture to help the client understand the drawdown on their non-annuitised capital (including investment wealth)