Introducing our Financial planning tool
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.
How it works
Video transcript
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.
Financial planning tool overview
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.
Our financial planning tool has been tested with customers to ensure it's clear and easy to understand. So you can feel confident your client is getting the information they need to help them make informed decisions.
Find out more
If you’d like to know more about our financial planning tool, speak to your usual Royal London contact.