Use this form to record your clients' attitude to risk and use the answers to complete the income planning tool at a later date.
The tool uses a powerful stochastic model provided by Moodys Analytics to produce a detailed picture of the risks to your client's future income. The information is presented in a clear and concise way, making it easy for your client to understand.
The income planning tool helps you:
The tool will create a report to help support your advice process. The report is unbranded and editable, giving you the flexibility to make changes and help you ensure that it meets your compliance requirements.
If you'd like a personalised demo of our income planning tool, speak to your usual Royal London contact.