At Retirement tool

Our At Retirement tool will help you establish what income your client needs in retirement and demonstrate the options available to meet their needs.

How does it work?

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Retirement planning support

Our range of retirement planning tools will help you find and recommend the right retirement option for your clients.

The tool is split into four modules. You can use some or all of the modules to suit the needs of you and your client.

The modules allow you to:

  • Understand how long your client is likely to live for.
  • Get an idea of how important certainty of income is to your client.
  • Help your client understand what their minimum and aspirational levels of income are.
  • Take into account other sources of income your client will receive.

Retirement modeller

Once you've input your client's details, you can use the retirement modeller to explore a range of retirement options.

Client reports

The tool will create a report that will help you demonstrate the work you've done and the expertise you're providing to your client.

The report is unbranded and editable, giving you the flexibility to make changes and help you ensure that it meets your compliance requirements.

Find out more

If you'd like a personalised demo of our At Retirement tool, speak to your usual Royal London contact.

Last updated: 05 Dec 2016

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.