5 for life tools
The need for individuals to plan for their retirement has never been greater than it is today. People are living longer and healthier lives and this is putting a strain on their finances. We want to help.
That’s why we’ve developed a suite of tools that highlight the key points your client needs to consider when planning for their retirement. This includes helping them realise just how long they might live in retirement, what their chances are of running out of money before they die, and what their essential spending could still be in retirement. You can also use the tools. They can work out how much after tax income your client could get and help you to build a carefully targeted portfolio from the investment funds available.
