Retirement Hub

Not every client is the same and nor does every retirement client have the same needs.

Our broad investment choice and investment strategy options, from choosing funds and creating your own models, to outsourcing with multi-asset funds and DFMs, means you can deliver the right retirement plan for your clients and your business.

Build, Implement, Maintain

With more firms considering or reviewing Centralised Retirement Propositions and the feedback we’ve heard since launching our CRP research of a need for more practical information and best practice, we wanted to help. So, we partnered with NextWealth and have spoken with expert outsourced paraplanners to find out more.

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Knowing your clients

You know your client through suitability and attitude to risk reviews. But demonstrating longevity risk and changing your approach for vulnerable clients is delivering on the detail.

Your process

Retirement investment strategy

Supporting you to provide a bespoke solution to your clients. Whether pre, at or in retirement, we have the platform flexibility to help you deliver the right solution, the way you want to.

Your proposition

Intergenerational wealth cost benefits

Family groups allow our Annual Platform Charges to be based on the value of the consolidated client portfolios as well as providing consolidated reports for better oversight and planning. Charges are applied proportionately for each family member. Underpinned by known costs and no hidden surprises.

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Building your retirement proposition and delivering a sustainable income for your clients

Your proposition

How you choose to deliver your retirement investment strategy is up to you. Our flexibility won’t hamper that.

  • Choice of investment strategy options
  • When and how to take income
  • Flexible cash management solutions
  • Our own and third party wrappers
  • Already working with DFMs
Your investment strategy

Client income

What it looks like for each client and how to maintain it, without incurring additional costs, includes being able to have access to:

  • A range of product wrappers for tax efficient withdrawals
  • The functionality to support different withdrawal strategies
  • The right investments or investment specialists
Securing income

Retirement Content

We regularly get industry experts and our own technical teams to write on retirement. Regulatory changes, new approaches, building propositions and working with clients’ pre, at and post retirement.

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Resources

Research, adviser insight and guides. Looking at Centralised Retirement Propositions, strategy reviews and much more.

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