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.
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.
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.
Employer’s matching rules
Helping people understand how much income they need in retirement based on their lifestyle choices.
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