Instantly answer your customers' financial questions with engaging, educational solutions
What lifestyle could I afford when I retire?
Provide your customers with:
- A realistic expectation for their future financial position
- The support to make positive retirement decisions
- A relatable retirement forecast based upon the PLSA’s Retirement Living Standards
What expenses will I need to cover in retirement?
Provide your customers with:
- An expenditure target in retirement driven by detailed research
- The ability to personalise their desired retirement spending
- A simple journey that educates and supports throughout
Which retirement income option is right for me?
Provide your customers with:
- A simple comparison of annuity vs income drawdown
- The functionality to create an income mix of the two
- Additional income options to create a more holistic plan
What level of investment risk should I take?
Provide your customers with:
- An established and market-leading risk questionnaire
- Detailed risk outputs that help explain risk
- Supplementary example forecasts to demonstrate volatility
Supporting better consumer decisions
Increase consumer understanding of investment and retirement options with a holistic suite of digital guidance solutions. Browse our guidance tools here.
