Who might use the Retirement Planner?
The Retirement Planner is designed for those who are considering a mixture of secure income, in the form of an annuity, and variable income, in the form of drawdown, to provide their retirement income. It is not relevant to those who only need secure income, or who only want variable income: these investors could consider our annuity or drawdown services.
The Retirement Planner is not personal advice: investors using it need to be comfortable making their own investment decisions. The tool is designed to allow investors to see what might happen in different scenarios so that they can choose the mixture they are most comfortable with.