Pension Guidance

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✓ Guidance
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Enable your clients to be better-equipped for retirement, more savvy about their pension and more empowered to make a change.

Who does this help?

With auto-enrolment, the take-up of pensions has never been higher, yet the majority of individuals have no idea how a pension works or how they can influence their future retirement.

This module aims to educate people about their pension, so that they can increase the chances of a better retirement for themselves.

It is designed for those who are more than 10 years away from retirement. It shows the client’s projected retirement income on an interactive dashboard.

The client is able to see the impact of changing different factors such as their retirement age and learn about how they are able to influence their retirement income in future.

NEW ADDITION: The PLSA Retirement Living Standards are now available as an add-on or as an additional journey. They enable users to model three kinds of future according to the lifestyle they want when they retire. This aims to make planning for a suitable retirement income easier.

Client objectives

Learn how the following factors can influence one's income in retirement:

The client can also learn about:

Outcomes

The module features links to additional information that will help improve the client’s knowledge about pensions.

Increase in knowledge about personal pension: Client will be better-informed about their pension and more acquianted with how they can maximise their income in retirement.
Update pension death beneficiary
Retirement living standards: client can understand how much they need in retirement based on their lifestyle choices.
Retirement Living Standards

You can try out the Retirement Living Standards tool here for yourself

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Disclaimer

Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641

Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.

Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited. Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.

© 2020 Wealth Wizards Limited.