Provide a service that earns trust and loyalty from your customers
Support your customers exactly when they need you with reliable support, helping them at each financial decision over their lifetimes.
EV Pensions Freedom Planner
This easy to use and intuitive tool simplifies the complex, allowing consumers to explore their intricate retirement options in greater detail with little effort. The handy planning tool empowers users to analyse their current retirement situation, based on all of the assets and income they may have available during their retirement. It allows them to quickly alter their retirement options and explore “what if” scenarios to clearly show how changing any retirement plan element could improve their lifestyle in the future.
EV Retirement Options
Designed to allow your customers to quickly compare their retirement options side-by-side, including opportunities to compare drawdown, cash, and annuity outcomes that are simple to understand. Once they have selected a retirement option, they can go directly into Pension Freedoms Planner to look at the decision in greater detail.
EV Financial Health Check
Help your customers understand their finances, which require more focus and empower them to help themselves. Use the triage questionnaire to quickly identify the priority areas to look at, such as retirement savings or protection.