For those within 10 years of retirement, this module guides the individual through the options available to them when they retire.
Facing retirement can often be daunting and there is a lot of information to digest. Having to pay to speak to a financial adviser is not often feasible.
This module takes the client on a personalised digital journey, making them aware of the factors to consider when approaching retirement, mapping the possible outcomes to their own personal circumstances.
Based on the client’s own circumstances, they receive a forecast of their personal situation so that they know the realistic pension income options for taking tax free cash, drawdowns and annuitites.
The client receives a personalised pension options report with information which includes:
Accessing pension pot: Lump sum and income options.
Annuities and drawdown and associated risks and risk prevention such as security and flexibility.
Example scenarios: Featuring a combination of alternative scenarios.
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