Retirement Snapshot

Support your members’ understanding of what options are available to them at retirement, helping them make better decisions that improve their expected retirement.

 

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Snapshot

What does the tool offer?

  • Overview of current financial position
  • Explanation of key financial principles
  • Ability to change the current situation
  • Ability to choose between three retirement options
  • Report summarising the results of the tool
  • Pensions and Lifetime Savings Association embedded retirement target builder.

What are the benefits?

  • Educate your members on the options available at retirement
  • 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

 

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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