Welcome to the new Retirement Modeller. We've redesigned it, making it simpler to model your client's retirement preferences. This could be from straightforward to complex planning scenarios and the ability to demonstrate the impact of guarantees and annual variances.
Results are now easier to convey with improved visual graphs and tables and flexibility in how you want to integrate these into your suitability reports through enhanced print and export options. Launch the new Retirement modeller.
If you'd prefer to model for our Flexible Retirement Plan (FRP) you can access the FRP Modeller here.
From simple scenarios through to full retirement planning: a variety of optional inputs makes the model bespoke for each client.
Demonstrate the potential benefits and cost from capital or income guarantees.
Whether you want to show potential retirement income in a table or a graph, we've got it covered.
Financial models can be complex and hard to understand. That's why we have ensured the outputs of this modeller can be understood clearly and used in other parts of the advice process.
Helping demonstrate the value of professional advice and the costs involved.