Financial planning tool

Our financial planning tool lets you create a financial plan that gives your clients a full picture of their different sources of income and how their spending needs could change over time.

Our tool uses a sophisticated economic forecast provided by Moody’s Analytics. This stress tests your client’s plan by looking at 1,000 different ways the economy could perform, so you can confidently discuss the sustainability of your client’s income.

At Royal London, we’re committed to helping your clients achieve their long-term savings goals. 

Our financial planning tool lets you create a financial plan that gives your clients a full picture of their different sources of income and how their spending needs could change over time. 

The financial plan will help your clients understand the risks and rewards of investing in the stock market. And it will also tell you how realistic your client’s retirement goals are and how much they need to save to achieve them, based on their needs and circumstances. 

Our tool uses a sophisticated economic forecast provided by Moody’s Analytics.  This stress tests your client’s plan by looking at 1,000 different ways the economy could perform, so you can confidently discuss the sustainability of your client’s income.  

It’s also integrated with our ready-made investment solutions – the Governed Range – which benefits from regular reviews, hands-on supervision and ongoing fine-tuning. 

And all of this comes at no extra cost. 

To find out more about creating a financial plan that’s expertly assembled to meet your client’s needs, speak to your usual Royal London contact. 

You can use our financial planning tool alongside our existing tools and communications to support and enrich your client conversations. Our  tool will:

  • Create a clear and engaging financial plan for your clients.
  • Model all the different sources of income your client has available.
  • Stress test your client’s financial plan.
  • Help your clients understand the risks and rewards of investing in the stock market.
  • Tell you how realistic your client’s retirement goals are and how much they need to save to achieve them.

And it comes at no extra cost.

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. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.