If you have investors approaching retirement, or even already in drawdown, the Investment Planning tool can assist with helping them to plan their finances.
An investment plan clearly presents the current asset allocation, offers the ability to compare this with a recommendation based on the investor’s attitude to risk, and then illustrates graphically the potential outcomes using our Ibbotson market assumptions.
Finally, it is possible to produce a fully customisable report to provide the investor the information they need to make an informed decision.
