• At retirement drawdown versus annuity cash flow analysis.
  • Build up to 3 decumulation strategies to maintain 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 Assure Web.
  • Income analysis table with the option to include a State Pension forecast.
  • Drawdown to Drawdown Transfer tool also included.

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.