A tool for financial advisers and wealth managers to use to help people understand if they are prepared for their retirement.
We have developed this tool so it can be used by any financial adviser or wealth manager, anywhere.
You take it on licence from us, and we help you to set it up (which is easy) and it can then be used on your website or offsite, for example as a link in an email, and the user then completes the information and the answers, it takes about 5 minutes, and then receives their report.
Everything is made available under your branding.
People will gravitate towards tools of this sort to help them with information, ideas and thoughts about their retirement.
It is not a technical aspect; it simply asks all the main questions they need to be able to answer to judge how well prepared they are for retirement. There is no compliance angle, as a result. That’s because it is not providing advice or guidance, merely a steer to what they may need to do next. If they are not fully prepared.
It acts as a prompt – and this leads to people feeling good about your business and service, and where relevant following up to get more help.
Complete the short form below to reach out to us to get more about The Retirement Checker.
You can view the sample on screen by launching the sample button – note this does not generate a report that is accurate to your answers, the sample merely shows you how the questions are presented.