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Investment Pathways Solutions

Give your customers total control to explore their retirement options and meet your Investment Pathways obligations (FCA PS19/21)

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How we can help you

We can help you explain the risk and reward of the investment choices to fit each consumer objective through our Investment Pathways solution, which offers:

  • A COBS compliant process
  • Ultra-secure hosting
  • White labelling for your own branding and funds, or for those of your clients
  • Future-proofing with the ability for you to create your own user journey through the use of APIs and front end components

Benefit from our off-the-shelf investment pathways choices software, that includes a range of easy to read forecasts and charts, to help you communicate each pathway outcome and risk clearly to your customers to help manage expectations and inform decision making.

Download brochure

 

About the software

For your customers accessing money from their pension, this is a service that meets the FCA regulations for investment pathways and helps retirees invest their money in a way that's appropriate to their personal financial objectives.

You benefit from:

  • A service that meets the FCA regulations for investment pathways
  • Fewer people taking all their money out of the pension scheme
  • Reduced risk of poor decisions and complaints

Your customers benefit from:

  • Improved awareness of the pension options available
  • Improved awareness of the income that can be generated from their money
  • Better decisions on when to access pension saving

Outlined below is a list of APIs used in the Investment Pathways tool;

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Build your own solution

We understand that every customer is different. And for many of you, an off-the-shelf solution may not meet your unique set of requirements. With this in mind, a DIY approach could be more appropriate.

By implementing a DIY approach through a range of risk and retirement APIs to analyse the funds available, you can help your customers to make better-informed decisions when selecting the right fund for them.

If you would like to know more about how our range of APIs can give you complete control of your user experience, please visit our API portal at the link below.

Visit API Portal

Appropriateness Report

Our standard Appropriateness Report uniquely summarises the results of the analysis of your chosen pathway options and forms a judgement as to the appropriateness of each solution you will need to offer.

Include objectives for each investment pathway based on wider market data on consumers’ characteristics. Alternatively, we can assess appropriateness against your specific objectives, giving you greater flexibility.

The output from Appropriateness Reports will be invaluable as part of your product design process and provide your IGC or GAA with evidence that you have undertaken the required due diligence and compliance efforts.

To learn more about the EValue Appropriateness Report, or to download a preview, please click below.

Download a preview here

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Request a Demo

An EValue representative will be in touch shortly to book in a date and time that suits you.

 

 

 

 

 

 

 

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The Ultimate Guide to Investment Pathways

The new FCA regulation (FCA PS19/21) comes into force from 1st February 2021, so you must act now to get everything in place to meet the requirements. We've put together the Ultimate Guide to Investment Pathways to help you prepare.

View our Ultimate Guide to Investment Pathways

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