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Empowering your customers to make informed decisions around their future finances

Group 11001

Our forward-looking and customer-outcome focused financial planning solutions enable you to...

  • Increase efficiency by integrating all client information, in one place
  • Grow your business and profitability
  • Spend more time with your clients
  • Communicate consistent information, based on accurate underlying calculations
  • Combine robust risk profiling and investment modelling
  • Provide advice that is suitable and compliant, every time

EV Risk Profiling

A psychometric questionnaire that enables your customers to accurately establish their attitude to risk. Identify how comfortable your customers are with the volatility of their investment journey, as well as communicating investment risk in a simple way. This includes the use of a risk scale, clear descriptions, and easy to understand language.

Risk Profiler D2C
Investment Pathways

EV Investment Pathways

Empower your customers with total control to explore their retirement options. Including the ability to compare drawdown, cash, and annuity outcomes in a way that’s simple to understand, and meets your regulatory Investment Pathways obligations.

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EV Financial Health Check

Help your customers understand their finances, which require more focus and empower them to help themselves. Use the triage questionnaire to quickly identify the priority areas to look at, such as retirement savings or protection.

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Group 13930
PFP (1)

EV Pension Freedom Planner

This easy to use and intuitive tool simplifies the complex, allowing consumers to explore their intricate retirement options in greater detail with little effort. The handy planning tool empowers users to analyse their current retirement situation, based on all of the assets and income they may have available during their retirement. It allows them to quickly alter their retirement options and explore “what if” scenarios to clearly show how changing any retirement plan element could improve their lifestyle in the future.

3 in 1 Retirement Options

Designed to allow your customers to quickly compare their retirement options side-by-side, including opportunities to compare drawdown, cash, and annuity outcomes that are simple to understand. Once they have selected a retirement option, they can go directly into Pension Freedoms Planner to look at the decision in greater detail.

3-in-1
Personalised Video-1

EV Personalised Video

Help your customers better understand their finances with a unique, personalised and engaging video that brings their finances to life.

 

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