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