Flexible Retirement Options

Supports consumers in deciding between remaining in their defined benefit scheme and transferring to a defined contribution scheme.

 

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FRO screen

What are the benefits?

  • Educate your members with a clear comparison of Defined Benefit (DB) and Defined Contribution (DC) schemes
  • Encourage members to take positive actions in improving their future retirement
  • Provide seamless member journeys with data integration
  • Maintain the branding and configuration of your solution
  • Holistic planning to help support the right retirement outcomes
  • Tailored options to understand what their retirement situation will look like.
  • Enhanced user engagement and understanding with gamification

What does this tool offer?

  • Downloadable report for the user to refer back to when making decisions
  • Accurate projection of Defined Benefit income
  • Ability to compare with annuity, drawdown and lump sum
  • Ability to personalise the income to the user’s situation
  • Obtain real-time annuity quotes
  • Overtime comparison of DB and DC incomes
  • Gamification, quizzes and interaction to test pension knowledge
  • Feedback functionality
  • Ability to guide consumers on how to speak to an adviser once they complete the journey

 

Ready to talk?

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

Complete the form to request a demo now.

 

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