Introducing our
Retirement Options Solution
User-friendly, self-service online planner
Helps members understand their pension options & tax implications
Shows how long retirement income will last for
Additional pension advice support
Analysis & Reporting capability
ABOUT OUR RETIREMENT OPTIONS PLANNER
Help your members become pension confident & take control of their retirement.
Our Retirement Options Planner is an innovative online tool which clarifies the pension choices for pension members due to retire, or for those thinking about retirement.
We heavily invested in the design and development of the Retirement Options Planner, including; extensive market research, branding and experience testing to ensure that the tool was clear, intuitive and as user friendly as possible.
“The simplicity of the options and the easy way that you key in the information is great”
HOW IT HELPS PENSION MEMBERS
Our simple, intuitive tool enables members to explore when they can retire, the options open to them and how much they will get.
Most comparable calculators only allow their own pension details to be included. Ours is unique in its agnostic ability to accommodate multiple DC and DB plans with differing providers. This gives members a ‘one stop shop’ to see all their pensions in one place, including their State Pension, to get a more realistic view of how much they can expect to live on in retirement.
OUR COMPLETE SOLUTION
We combine our Retirement Options Planner with other services, such as 1-1 meetings and group presentations with our fully qualified advisers.
As engagement and understanding is such an important part of retirement planning, we use our communication and financial expertise alongside the Retirement Options Planner to fully engage members in their retirement decisions.
“Highly Recommended Pension Advice and Planning. Thoroughly enjoyed my recent pension review with Steve Clarke of Lemonade. Excellent, personal advice tailored to my specific circumstances. Positive decisions were made and acted on, updated documentation and forecasts provided within the same working day. Highly recommended.”
