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Retirement Planning

Retirement Planning

 

Providing an Estimate of Benefits, Shortfall Analysis and Cost of Delay for any investments and pensions your client may have including State Pension Benefit.

  • Create detailed client reports which can include unlimited Personal Pensions, Employee & Employer contributions, and State Benefits to show a likely income in retirement
  • Include your clients' portfolio of investments e.g. Equity, ISA's and Bonds etc
  • Provides a summary of all pensions including Defined Benefit, Money Purchase and State Benefits
  • Show income from investments, demonstrating the cost of delay
  • Adjust your client's desired retirement income levels and contribution levels
  • Identify retirement annuity shortfalls
  • Recommend suitable additional contributions, providing you with new sales opportunities
  • Summary Charts - a visual picture speaks a thousand words!
  • Compare Pension to Investments
  • Lifetime Limit Comparison

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01892 669494

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