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.

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