We specialise in building and managing bespoke retirement, investment and later-life strategies for our clients. We understand the complexities and needs of the retirement planning market and through our innovative technology and investment solutions, we are able to cut through the complexities and present real solutions in a uniquely dynamic and easy to understand manner.
Retirement modelling technology
Our retirement modelling system enables you to work with a dedicated retirement adviser to design your retirement and later-life goals. We analyse your objectives, investment growth, inflation and available resources to effectively produce a cash flow of your retirement years. This enables you to visualise your options from a variety of perspectives and, by trying different ‘what if’ scenarios, instantly see the effects.
At every annual review your retirement adviser will reassess your retirement planning analysis and strategy to ensure you continue to plan, spend and save with confidence.
The investment management of a pension and other investments throughout retirement is a vital aspect of the retirement advice process. This requires a process of risk management, using well thought out investment strategies, to provide a gradual transition towards ultimate security and your peace of mind.
Our investment portfolios are tailored to your individual circumstances and will be determined not just by your stage in the retirement process but also by your objectives, age, health and your individual attitude to investment risk and capacity for loss.
Common to all investment portfolios and strategies is Diversification Help and Investment Monitoring Help.
Watch a 1-minute video about our retirement modelling technology: