Pensions Freedom Planner

Make the most of clients’ new retirement options.

  • Our Pensions Freedom Planner is specifically designed to support advisers with the new retirement options now available to their clients.
  • Our technology includes a wide range of ‘what if?’ scenarios. These allow, for example, combination solutions to be explored involving excess cash, an annuity and drawdown, as well as continuing part-time work in retirement.
  • An client-facing version is also available that allows clients to familiarise themselves with the options before receiving advice.