Understand client needs

Our retirement planning tools can help you deliver a range of services to your clients.

Use our at retirement tool and income planning tool to recommend the right retirement option and investment solution for your client, and help them understand the future sustainability of their income.

You can produce professional reports, which you can brand yourself, to explain your recommendation and educate your client about their income sustainability.

Understand client needs, current savings and goals

Use our at retirement tool to identify the income your client will need in retirement and present the different options available.

We've also commissioned Milliman, a global actuarial consulting firm, to conduct an independent review of the UK retirement market to find out how well different retirement products meet your clients' income needs. 

Choose investments

Our risk profiler will link your client's attitude to risk to third party ratings to help you recommend an investment solution to suit their needs, both now and in the future.

Understand sustainability

Our income planning tool will help you understand the sustainability of your client's (minimum and target) income, using a sophisticated stochastic model.

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Last updated: 01 Mar 2017

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