Every quarter, our drawdown governance service calculates a new income sustainability score for your clients, based on what's happening in the market.
Our 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.
All of this comes at no extra charge.
Our drawdown governance service reports have been tested with customers to ensure they're clear and easy to understand. So you can feel confident your client is getting the information they need to help them make informed decisions.
Access the service
Our Drawdown governance service is available for all personal pensions clients through our online service.
Not signed up? Register to use our online service.