Scottish Widows has announced the development of a range of online tools to help IFAs exploit the post A-Day opportunities available to their clients.
The Retirement Analysis Platform, which recently went live on the Scottish Widows Adviser Extranet, consists of four calculators intended to help advisers plan their clients’ retirement finances more effectively. The Retirement Income Shortfall Calculator is designed to identify how realistic and achievable the financial goals set by clients are. Scottish Widows says the calculator looks at both pension and non pension assets including downsizing the home. The Lifetime Allowance calculator is designed to help advisers find out how their clients target retirement income fits in with this a...
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