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Track the IFA process online

by admin
May 1, 2008
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The new Retirement Planner tool allows advisers to compare outcomes for different products, wrappers, ages and investment horizons, as well as allowing growth and income strategies to be compared. The life office expects advisers to be able to use the tool to show at-retirement customers when markets favour opting for annuities, compared with when third way annuity products or drawdown will be more suitable.

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    • DC
    • Defaults
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    • Master Trusts
    • Sipps & SSAS
    • Taxation
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    • Group Life
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    • Wellbeing
  • Healthcare
    • Musculoskeletal
    • Mental Health
    • IPT
    • Wellbeing
    • Trusts
    • Cash Plans
  • Wellbeing
    • Mental Health
    • Health & Wellbeing
    • Financial resilience
  • ESG

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