SCOTTISH Widows has rolled out a new range of online tools, called the Retirement Analysis Platform, to help IFAs fully explore the post A-Day opportunities available to their clients.
The tools, which recently went live on the Scottish Widows Adviser Extranet, have been designed in collaboration with financial technology firm Distribution Technology Ltd. The new retirement analysis platform consists of four calculators that are intended to help advisers plan their clients’ retirement finances effectively. Scottish Widows said that its retirement income shortfall calculator is designed to identify ‘how realistic and achievable the financial goals set by clients are’. The calculator looks at both pension and non pension assets, including downsizing the home, the...
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