Retirement guidance

D2C Digital

For those within 10 years of retirement, this module guides the individual through the options available to them when they retire.

Who does this help?

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.

Client objectives

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.

Income types:
Annuities and drawdown and associated risks and risk prevention such as security and flexibility.

Example scenarios: Featuring a combination of alternative scenarios.

Key features

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Wizards House
8 Athena Court
Tachbrook Park
Leamington Spa
CV34 6RT


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 is independently audited and certified by the British Standards Institute to ISO/IEC 27001:2013, an internationally recognised standard specifying comprehensive security controls and best practice.

© 2022 Wealth Wizards Limited.