Developed in conjunction with Billy Burrows, acknowledged expert on annuities and drawdown, our Retirement Options solution analyses and illustrates retirement options tailored to an investor’s needs.
With increasing choice and complexity around taking pension benefits, there is a clear and present need to raise awareness of retirement options, how they operate and what they mean in terms of risks and benefits. Retirement Options enables the user to identify suitable options for investors given their attitudes and needs.
Retirement Options features:
- An innovative Retirement Signature tool matching clients to products. It takes the user through the risks and benefits that should be considered and visually matches the clients Retirement Signature with that of the products.
- A visual comparison of product features with the ability to sort and group products that share similar attributes.
- Comprehensive calculations on multiple economic bases comparing and contrasting the performance of a range of products in a consistent manner. Directly compare income and death benefits of selected products over time.
- Support for a wide range of Post Retirement products, including income drawdown, guaranteed annuities, variable annuities and investment linked annuities
We work to keep the illustrations 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.
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DST Global Solutions launches new solution for Pension Switching Redress Calculations
March 09, 2011
DST Global Solutions announces today the launch of its online pension switching redress solution, RECAL-PSR. The offering is designed to calculate redress for investors inappropriately advised to ‘pension switch’ from one defined contribution pension to another.
