Drawdown & Annuity
The Drawdown and Annuity suite allows you to assess your clients' existing plans and create multiple income strategies to demonstrate how best to achieve the retirement income required.
- At retirement drawdown versus annuity cash flow analysis.
- Build up to 3 decumulation strategies to maintain an income until the target age, using Office for National Statistics (ONS) Life Expectancy Tables or a chosen age.
- Include Type A and Type B critical yields.
- Standard or advanced annuity quotes from Assureweb.
- Income analysis table with the option to include a State Pension forecast.
- Drawdown to Drawdown Transfer tool also included.
A NEW INCOME MODELLING FEATURE:
|Gives an option to specify the encashment order of fund to meet the target income.|
|Includes State Pension, bonds, collectives, ISAs and other guaranteed income sources and assets.|
|Allows different specified growth rates to be applied to the different assets.|
|Gives a comprehensive and flexible shortfall analysis|
|Demonstrates income returns over time|
This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance, and filter by features & financial strength.
We have a range of DFM Strategies and model portfolios to select.
Full training and ongoing telephone support are included with this subscription.
For further information