Our digital wealth services help savers achieve their goals. For example, securing an adequate income for retirement or delivering sustainable income in later life.
Powered by the multi-award winning Guided Outcomes, we do this by bringing together a unique combination of capabilities, including:
We deliver better customer outcomes through identifying optimal combinations of the three key determinants of success, or ‘levers’. These are:
We proactively suggest realistic goals, show a plan for how to reach these, and keep that plan on track through ongoing engagement and tracking, making adjustments to the ‘levers’ when required.
Our goal based solutions are used by leading UK blue-chip employers and financial services firms, as they look to improve outcomes for customers and employees.
The world’s largest building society, is the latest blue-chip employer to adopt our award-winning Guided Outcomes technology.
With a significant number of their 2,500 defined contribution members likely to miss out on a comfortable retirement, ScottishPower wanted to help their people get back on track. To find out more read our case study.
Digital wealth accumulation
For those looking to support savings, from financial services providers through to employers providing Defined Contribution (DC) pensions.
Our Guided Outcomes suite of accumulation solutions helps:
It’s an approach that’s worked for almost 1 million DC savers in accumulation.
Digital wealth drawdown
Guided Outcomes in drawdown offers a new goal based drawdown solution for the UK advised marketplace.
How Guided Outcomes supports the advisory and customer engagement process:
With a significant number of their 2,500 defined contribution members likely to miss out on a comfortable retirement, ScottishPower wanted to help their people get back on track.
Our simple red, amber and green ratings helped members understand their pensions more clearly.
Just one month after launch, 10% had increased their contributions – and many more had decided to change their retirement age.