Pension review tools

What tools do you use for pension reviews and how do you identify shortfalls/sustainability to trigger review conversations. Do the tools integrate with your back office or platform?


  • A review of a client's pension (or investments for that matter) typically follows running through a cashflow or financial plan, where areas for discussion can be identified from the conclusions. We use Voyant, which integrates with Xplan.

Sign In or Register to comment.