Drawdown governance service

You can use our drawdown governance service to provide a cost-effective review service to your clients.
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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.

How does it work?

Our drawdown governance service will:

  • Use the information you provide to calculate an income sustainability score for your clients.
  • Proactively track your clients' progress against their score every quarter and highlight any changes.
  • Provide the information you need to review your drawdown clients quickly and easily.
  • Produce easy to read client reports.

Find out more

Log in to our online service to try the service now.

If you'd like a personalised demo of our drawdown governance service, speak to your usual Royal London contact.

Last updated: 06 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.