Solutions.
Retirement Planner.
Show the benefits of your pension proposition
Retirement planning is a complex and time consuming area and advisers are looking to speed up their analysis and simplify their presentations to clients, making the benefits of their advice really clear. Retirement Planner offers a sophisticated planning capability which enables you to differentiate your pensions proposition and effectively support advisers in clearly communicating the benefits of your solutions. The results for you are deeper adviser relationships and greater sales.
Retirement Planner supports advisers in both the accumulation and de-accumulation phases of pensions planning to create effective retirement strategies:
- Helps with selecting appropriate levels of contribution and suitable asset allocations and funds
- Recommendations and fund selections are easy to understand and explain, with extensive graphics to enhance client understanding
- Models A Day limits on annual and lifetime contributions
- In the pre-retirement, at retirement and drawdown phases, Retirement Planner recommends strategies that will produce the right mix of capital and income for retirement
- 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)
- Aids pension top-up decisions and highlights the shape of benefits that will be provided
Retirement Planner enhances the relationship with your advisers:
- Providing a sophisticated tool for advisers will help them provide a high quality service, quickly, easily and more compliantly
- A better service for their clients will lead to longer term adviser client relationships
With Retirement Planner advisers can analyse client’s pension arrangements, goals and attitude to risk, and recommend appropriate strategies to ensure retirement goals are met. Retirement Planner facilitates the selection of products and funds to achieve the agreed strategy, incorporating risk profiling, asset allocation and fund selection into a single, seamless process – advisers no longer need to use a variety of different tools to create a retirement plan.
Professional, high quality retirement plans can be created quickly and easily, and powerfully convey complex pension arrangements to the client.
Interested?
Please contact us or your account manager for more information.