Retirement Checker
Offer your clients a comprehensive, easy-to-use retirement checker tool that delivers personalised reports, key insights, and actionable recommendations in minutes. The Retirement Checker Tool provides advisers with the necessary data to guide clients towards a secure financial future.
The Retirement Checker Tool allows you to provide your clients with a detailed, personalised assessment of their current retirement status. By guiding them through a short series of questions, the tool generates a comprehensive report that offers insights into their retirement readiness and suggests practical steps for improvement.
Once completed, the tool provides a report that outlines key aspects of the client’s retirement plan, highlights areas that need attention, and offers actionable recommendations. The tool helps you assess your client’s overall retirement strategy and enables you to offer targeted advice based on the data provided.
In just a few minutes, you’ll be able to deliver a valuable report that will guide the next steps in your client’s retirement planning journey.
What Your Clients’ Report Reveals
Early Retirement Planning
The tool highlights the importance of starting retirement planning early and shows the long-term benefits of taking action sooner rather than later.
Target Retirement Age and Timeframe
Clients’ responses help you determine whether their target retirement age aligns with their savings plan and whether adjustments are needed to ensure they stay on track.
Retirement Budgeting
By identifying retirement costs, this tool enables you to help clients create a realistic retirement budget, ensuring they are saving enough to maintain their lifestyle.
State Pension Forecast
Many clients overlook this vital component. The tool recommends clients obtain a State Pension Forecast to better understand their guaranteed income.
Cash Flow Forecast
The tool highlights the need for a cash flow forecast, helping clients see how their finances will evolve throughout retirement and enabling you to adjust their plans accordingly.
Structured Retirement Plan
A formal retirement plan can act as the foundation for your client’s financial strategy. This tool guides clients to develop a structured plan that addresses their specific needs.
Contingency Planning
It also helps clients consider factors like early retirement, long-term health issues, or long-term care, making sure their plan remains flexible and adaptable to change.