Retirement and Lifestyle Planning service
Your clients and prospects can take this online questionnaire to learn more about their retirement options, while highlighting opportunities for your firm to approach them to offer advice. You can request a customised version for your firm, free of charge.
What is the service?
The service can be used by your existing clients and prospects to generate a personalised retirement report that helps them understand what their financial needs may be once they’ve retired. It takes about five minutes and involves a series of simple questions.
It also lets them explore different ways they can fund their retirement and see how their income could build up over time. Throughout the experience, they can request a call-back from your firm or ask to speak with you at any time.
Your firm will receive an encrypted copy of the prospect’s retirement report, which you can use to identify new opportunities to offer your services. You can then approach them precisely using our ready-made marketing assets.
All of this comes at no extra cost to your firm.
Benefits of the service
The Retirement and Lifestyle Planning service gives you a new way to showcase your expertise and offer your services to prospects and clients.
It can be used to help them understand their options at retirement and see where they may need additional support from your firm.
It can also:
- highlight new opportunities to approach leads with your services
- better understand their retirement needs and current situation
- approach them specifically and quickly using our ready-made marketing assets.
You can learn more about how the service works, what the user experience is like and more, in our brochure.
How to access the service
Your can request a customised version of the service at no extra cost by speaking with your regular Royal London contact.
- Once requested, we can quickly set up a version of the service for your firm
- The service can be customised with your branding, contact details, testimonials and quotes
- Your version of the service is hosted on a custom URL that includes your firm’s name
- You can then share this URL to clients and prospects using our ready-made marketing assets.
Supporting assets and resources
We've created a toolkit of marketing materials that can help you promote your version of the service to your prospects and clients. It also has ready-made assets you can use to approach anyone who has used the service and might need your services.
You should check with your own compliance department to see if you need approval before using any of the marketing templates.
Resources to help you promote the service
- Prospecting email template (.docx): proactively reach out to leads and prospects while promoting the service to learn more about their retirement goals
- Reactive email template (.docx): quickly respond to new business inquiries, while promoting the service to learn more about their retirement goals
- Lead follow-up email (.docx): follow up on leads who have completed the service and received their retirement report, but not booked an appointment with you
- Upcoming review email template (.docx): contact clients ahead of reviews while promoting the service so you can learn more about their retirement goals.
- Email footers (.zip): raise awareness of the service and offer your clients more value by adding this footer to your email signature
- Social images (.zip): use these images on your social channels to promote the service and encourage people to use it
- Social captions (.docx): use these suggested captions along with the social images to promote the service across different platforms
- Social gif (.zip): use this gif on your social channels to promote service
- Web banners (.zip): promote the service on your website and engage new visitors with these web banners
- Case studies (.pdf): marketing campaign ideas to help you make the most of this tool.
Example report outputs
- Sample adviser report output (.docx): example email showing the report you would automatically receive for each prospective client who goes through your retirement and lifestyle planner
- Sample client report output (.docx): example email showing the report a prospective client would automatically receive after completing your retirement and lifestyle planner.