Pension advice

D2C Digital
Advice

Allow pension savers to feel more in control of their retirement by giving them a detailed plan to achieve the income goal they want when they retire.

Who does this help?

Many defined contribution savers are auto-enrolled into a pension but don’t realise the importance of making a plan and saving into it.

This service encourages people to make a plan increase their contributions affordably, to achieve a more comfortable retirement.

This allows for pension scheme advisers to deliver a richer member experience, fully supporting and enhancing the employer’s member engagement strategy, all at a significantly reduced cost to both the member and employer.

Client objectives

  • Regular contributions: Review retirement objectives and alter contributions to suit them.
  • Lump sum contributions: Invest a lump sum into a pension.
  • Ongoing reviews: Review investments every year to make sure they align with priorities.
  • Countdown to retirement: As clients get closer to retirement, they can find out whether they are on track to meet their retirement goal.

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Outcomes

Existing pension new regular savings:
Change the contribution amount to an existing pension.

Retain existing pension fund switch:
Switch existing funds to more suitable funds within their existing pension.

Existing pension new lump sum:
Add a lump sum to an existing pension.

Configurable parts

Employer’s matching rules

Now incorporating PLSA Retirement Living Standards

Helping people understand how much income they need in retirement based on their lifestyle choices.

Find out more about the PLSA module

Key features

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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.

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