Investment and Retirement Planner

Planning your clients’ financial future can be difficult. There are a lot of things to consider. Pension provision, investments, attitude to risk, the current state of their finances and goals they would like to achieve.

Our Investment and Retirement Planner tool helps you through the full process, including a full audit trail to satisfy your compliance needs and also helps to meet treating customers fairly requirements.

The Investment and Retirement Planner can make a difference to the advice you give your clients and assists you when making recommendations for their future.

The tool has five parts:

• At Retirement Planner
  Your client has reached retirement. They need to make decisions about tax-free cash, continual investment and death benefits. The At Retirement Planner helps your clients understand what product will best meet their needs.
• Investment Goals Planner
  Whether it be planning for a wedding or buying a new car, the Investment Goals Planner can help your client prepare for them.
• Retirement Goals Planner
  Your clients might want a comfortable retirement or perhaps they’d rather enjoy more of life’s luxuries. Whichever it is, use the Retirement Goals Planner to help them work towards their ideal retirement.
• Client Risk Profiler
  The set of independent psychometric questions in our Client Risk Profiler will help you and your client understand their attitude to risk.
• Full Planner
  Planning for the future, setting investment and retirement goals and managing the household budget – the Full Planner takes you through the whole journey.