Forecast clients’ retirement income or fund values

  • Our Retirement Planner helps advisers to work out whether their clients are saving enough to achieve their desired retirement income.
  • 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.
  • Advisers are able to take a holistic approach by including income from sources such as state benefits, existing pension schemes, continued employment and other investments like home equity release.
  • Insight, our Economic Scenario Generator, presents a range of inflation-adjusted outcomes so that advisers can help determine the best strategy.