Solution introduction
Our innovative solution helps clients find a suitable combination of guaranteed income and investment draw-down, to provide truly personalised retirement planning
A popular retirement strategy is to use part of a pot of investible assets (typically from a pension) to provide a guaranteed income, leaving the other part exposed to the market – perhaps to leave a legacy, or to defer deciding how to use the money
Our unique At-Retirement Suitability solution supports wealth managers and their investment clients in understanding:
- How much of the investor’s investible assets should be used to purchase a guaranteed income?
- How much investment risk should be taken with the part that remains invested?
Oxford Risk’s Retirement Income Suitability solution helps firms improve outcomes for investors whilst better engaging them on their finances.
With global regulatory bodies demonstrating a clear focus on this, firms can evidence their advice processes and increase assets under advice whilst attaining and maintaining compliance departments’ peace of mind.
