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:
Once you've input your client's details, you can use the retirement modeller to explore a range of retirement options.
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.
If you'd like a personalised demo of our At Retirement tool, speak to your usual Royal London contact.