Solution introduction
Kidbrooke’s OutRank Pension Planning is an API enabling pension providers to build the next generation pension journeys for Accumulators. OutRank delivers the cutting-edge decision making tools for your customers, which are compliant by design, cost-efficient and research-based
During our working lives, there is no more important investment goal than building a nest egg for our retirement
Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years.
In the UK financial advice and wealth planning for the mass affluent kicks-in as we approach or are in the early phase of our retirement. For Accumulators, who are time-poor and are building their asset base, the option to take independent financial advice is not compelling. As they navigate their careers, individuals collect multiple defined contribution occupational pensions. At some stage in their lives they will pause to assess how suitable these schemes are to provide for them in retirement. Many wish to aggregate their existing schemes into a SIPP or Personal Pension but feel ill-equipped to do so. Government portals provide some information but currently providers are still offering few tools to assist decision-making.
Kidbrooke’s OutRank Pension Planning is an API for wealth which enables pension providers to build the next generation of pension journeys for Accumulators. OutRank Pension Planning delivers the next generation of decision-making tools for your customers, which are compliant by design, cost-efficient and research-based.
The OutRank solutions also address key challenges with regards to credit and mortgage analytics, short-to-medium term savings and holistic financial planning.
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Features
If you are looking to build generic guidance tools to better support point of sale decisionmaking tools, OutRank delivers. If you are looking to build and integrate a battle-tested robo-advice framework, OutRank delivers. If you want to equip your SIPP investors with analytics to support optimal decision-making and improved outcomes, OutRank delivers. Best of all, OutRank deploys seamlessly into your existing architecture enabling you to sustain your current operational processes. OutRank contains all the relevant technology out-of-the-box, but ultimately the final solution is yours to own.
For financial institutions of all shapes and sizes
Pre-retirement guidance:
Pre-retirement guidance tools equip our customers with richer tools to help the consumers visualize their retirement goals and encourage better decision-making by offering a more complete analytical framework.
- Scenario-based what-if analysis;
- Improved product search tools;
- Proactive nudges, delivering actionable analytics;
- Pension-specific goal creation.
Automated financial advice:
Robo-advice toolkit enables financial institutions to construct a fully developed robo-advice model using battle-tested, cutting-edge technology. The automation of core wealth operations is an excellent way to control costs and retain a tight grip on regulatory responsibilities whilst delivering a truly market-leading service.
- Risk profiling and asset allocation framework, compliant with MIFID II;
- Scenario-based what-if analysis;
- Proactive nudges, delivering actionable analytics;
- Introducing probability to goal evaluation;
- Provides all quantitative aspects of customer documentation.
Analytics for self-investors:
Analytics for self-investors is a collection of tools designed to help the self-investors make more defined, goal-specific investment decisions. The offering can also assist your clients in understanding investment fundamentals in a controlled, guidance setting.
- Compliant financial decision support tool;
- Customisable risk profiling framework;
- Scenario-based what-if analysis;
- Improved product search tools;
- Proactive nudges, delivering actionable analytics.
Key Data
PRICING
- Subscription (SaaS)
Implementation Methods
- Hosted (private cloud)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Eastern Europe
- Western Europe
OutRank Pension Planning
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