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Research the market for individual pensions using Product Sourcing to find the products which have the features which suit each clients needs.
Compare ChargesCompare charges for all major pension providers on a like for like basis, including all the various product shapes on offer. In addition, tailor the comparisons to take into account any style of commission for both single and regular premiums.
Pension TargettingUse Pension Targeting within the system to assess the contributions required to achieve the clients desired level of income in retirement.
Cost Of DelayProduce powerful point of sale Cost of Delay graphs to demonstrate the need to start planning for retirement sooner rather than later.
Results ProfilesUse Combined Results Profiles to see where/if a product is competitive (term and premium related).
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