It will enable you to manage your retirement service at scale and keep you at the centre of the relationship with each of your clients.
It's been built to reflect real life and has the flexibility to adapt when your clients' circumstances change. It will help you to work out how to make a client's pot last a lifetime when you don't know how long that lifetime will be. Based on a systematic robust methodology and research that works at scale, it has a client's personal information at its heart.
- Manage sequence risk, inflation risk and longevity risk simultaneously
- Scale your business in a compliant manner
- Cost effective pricing allows you to maintain your own charging structure
- Flexibility to adapt cash flow requirements as life changes
- Provides reassurance with immediate online access to investments