Workplace Guidance
Engage and communicate with employees to support financial decision-making.
Our multi-channel software helps employers to add value by offering employees seamless access to financial advice.
ISA Forecaster
Presents interactive risk-return forecasts for different risk profiles and cash flows, informing decisions around ISAs.
Find out moreProtection Planner
Allows employees to understand for how long, following their death or incapacity, any dependants will be financially secure.
Find out moreRetirement Planner
Allows employees to make informed decisions about their retirement goals by exploring different ‘what if?’ scenarios.
Find out morePensions Freedom Planner
Sets out the retirement options available so that employees can understand and take full advantage of this freedom.
Find out moreLife Planner
Offers employees high-level, multi-goal planning for their whole lifetime using an interactive user interface.
Find out moreFlexible Retirement Options
Help to reduce DB liabilities by enabling employees with DB pensions aged 55 or over to consider whether to transfer out with online access to advice.
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