Income Strategy

Simple fact-find helps consumers understand which type of retirement income is most suitable for them

 

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Income strategy

What are the benefits?

  • Quick and robust risk profile analysis
  • Understanding of the risk involved in withdrawing an income
  • Can be aligned to your income strategies

What does the tool offer?

  • Psychometric questionnaire targeted at income
  • Easy to understand the description of risk profile
  • Outputs include risk descriptions
  • The split between annuity and drawdown is based on the user’s attitude to income risk.

 

Ready to talk?

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

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