Regulated Illustrations

The Regulated Illustrations we can support fall into the following categories which can be supplied as web services or with a web enabled user interface:

• New Business Illustrations
• Annual Illustrations for Pension Statements (SMPI in the UK)
• Incremental New Business (additional contribution streams into an existing product)

Ad Hoc Illustrations in response to investor enquiries include:

• Income Drawdown illustrations for new customers
• Income Drawdown illustrations for existing customers
• Income Drawdown Reviews in Retirement
• Benefit Crystallisation Events
• Pension Commencement Lump Sum Calculations

The engine can support a number of these simultaneously, for example, an investor in drawdown, who is also making contributions, or a combined drawdown illustration together with a benefit crystallisation event.

All projections are performed using the providers actual charges and the output includes all items required to help enable our clients to provide compliant documentation to the investor or adviser including the effect of deductions.

We aim to keep our calculations compliant with governing UK legislation and provide regular assumption updates to manage this process. This enables our clients to focus on growing their business and serving their customers.

Designed to be a single solution supporting multiple distribution channels, our software aims to help our clients achieve consistency and compliance across the board.