Retirement Architect

Retirement cash flow planning tool powered by realistic projections, helping your members build a complete retirement plan.

 

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Architect

What are the benefits?

  • Support your members in making a complete retirement plan
  • Improve member outcomes with a wide variety of actions to explore
  • Provide seamless member journeys with data integration
  • Maintain the branding and configuration of your solution

What does the tool offer?

  • Overview of current financial position
  • Ability to choose between retirement options
  • Explanation of key financial principles
  • Pensions and Lifetime Savings Association embedded retirement target builder.
  • Ability to explore “what if” scenarios
  • Guidance on how to action “what if” changes
  • Consideration of next steps
  • Report summarising the results of the tool

 

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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