Every quarter, the system calculates and flags new sustainability scores to advisers, to help you manage your client’s income. This includes providing clients with even more income when returns exceed expectation. Our system also flags where customers have taken additional income highlighting - perhaps the greatest risk to client’s long-term plans – overspending or excessive withdrawals.
Our charging structure, combined with our investment governance service and great customer service, helps provide a powerful solution for clients who’s main income is provided from a pension.
More and more advisers are seeing the benefit of having a system that helps stress test their client’s assets and provide a regular reporting mechanism to help them manage their clients income and achieve better outcomes.
Helping demonstrate to advisers that GRIPs are helping them manage and maintain their client’s income in retirement.
As a result of pension freedoms customers have greater freedom, flexibility and choice regarding their retirement benefits. However, with those things comes risk. Advisers now have a greater responsibility managing those risks. Our DGS system is just one tool that can help you manage some of those risks.
If you'd like to find out more about our drawdown governance service, speak to your usual Royal London consultant.