Retirement Planner

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.
• 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.