All your staff have to do is spend a minute or two filling in their details and estimated pension fund value and Pension Potential helps them to see more clearly what this means for life in retirement.
They’re emailed a personal illustration on where they stand. They can also talk to an adviser to explore further. You have the confidence their questions are being answered as their future takes shape.
Pension Potential does not discriminate. Everyone can use it, regardless of how much they have saved.
It also headlines other options your people may have by outlining how drawdown works, what taking tax-free cash looks like and even taking a mixed approach. Yes, its main focus is annuities but it sets this choice against other retirement possibilities.
From your organisation’s point of view, it’s a web tool which can sit alongside any existing intranet or benefits platform; there is no need to start fiddling around with what you currently have to make space – it doesn’t need integrating or project managing. Just pop it on.