Supporting better consumer decisions

Increase consumer understanding of their investments and retirement options, with a holistic suite of digital guidance solutions.

 

Book a call ↓

Asset 1

Help support your customers with solutions that...

  • Focus on educational content

  • Inform with “what-if” scenarios

  • Deliver consistent customer journeys

  • Seamlessly integrate data

  • Reassures with proven modelling

  • Inform decisions around investments, retirement and pensions.

Learn more about each of our solutions

Risk

The tool provides an off-the-shelf psychometric questionnaire to help consumers establish their attitude to risk from a growth perspective, which will help them select an investment strategy.

The outputs include risk descriptions and an investment forecast example based on the chosen risk profile.

Learn more

Risk-1
Income strategy

Income Strategy

The tool provides an off-the-shelf psychometric questionnaire to help consumers establish their attitude to income risk, which will help them select a suitable investment strategy.

The outputs include risk descriptions and an investment forecast example based on their chosen risk profile.

Learn more

Investment Forecaster

The tool produces a stochastic forecast based on the consumer’s balance, contribution level, term and risk-based investment.

There is also a comparison on how the investment would perform against a cash investment and their chance of getting back more than they invested.

Learn more

Investment Forecaster
Snapshot

Retirement Snapshot

The tool supports the user in understanding what options will be available to them at-retirement and then making decisions to improve their expected retirement.

It is a retirement planning tool backed by projections of assets and the achievable income beyond.

Learn more

Retirement Architect

The tool supports consumers in understanding their likely retirement situation based on a holistic picture of their finances. They can then explore making decisions to improve their expected retirement.

It is a retirement cashflow planning tool, backed by projections of assets to retirement and the achievable income beyond.

Learn more

Architect
FRO screen

Flexible Retirement Options

The tool supports consumers in deciding between remaining in their defined benefit scheme and transferring to a defined contribution scheme.

Allowing the consumer to compare retirement options, including annuity, flexible income, and a cash lump sum.

Learn more

We work with some of the industry's most trusted names including

Aegon_Logo
Buck-Logo-BG
1200px-Prudential_plc_logo.svg
Willis_Towers_Watson_logo.svg
Aon_Corporation_logo
HSBC
Scottish_Widows_logo
Pension geeks-2

Don't just take our word for it.

Member engagement has always been a challenge for schemes. In the last year, many members have moved into a more physically isolated environment, meaning the quality of member communications is more important than ever. EV's retirement planning solutions have been the lynchpin in enabling employers to continue to deliver on the social contract."

Lee Cook, Head of Outsourcing at Buck

 

Ready to talk?

Book some time with one of our experts to discuss your requirements in depth.

Complete the form to book a call now.

 

EVPro demo-graphic

stochastic