Support your retirement options specialists with a tool which condenses the fact-find process to give non-advised annuity options or an advice referral.
This module assists retirement options specialists through a client fact-find, enabling them to ask the right questions in the fact find about the customer’s needs, wants and health status. The process consists of a fact find, health questionnaire, integrating with AMS or IRESS annuity portals.
It benefits clients who have a defined contribution pension pot and are considering exchanging it for an annuity. Following the simple fact find, if the customer’s needs are found to be more complex, they will be referred to an adviser for financial advice.
Non-advised annuity options
In the form of a quote comparison personalised illustration to ensure the most suitable income level. Report produced for the client at the click of a button.This can then lead on to an annuity purchase.
Referral to an adviser: Referral option is built into the triage process for more complex cases.
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