The SELECTAPENSION Retirement Planning tool provides an Estimate of Benefits, Shortfall Analysis and Cost of Delay for any investments and pensions your client may have including State Pension Benefit
Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis.
Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement.
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