EValue - Your income drawdown opportunity

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[Blog] 8 Ways to Make Financial Forecasts More Realistic

Pension Freedom Index 2019

Creating long-term partnership

Our Views

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Problems confronting consumers

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Advice

The Benefits

THE NEWBURY OFFICE Benyon House, Newbury Business Park, Newbury RG14 2PZ THE LONDON OFFICE 50 Liverpool Street, London EC2M 7PY Phone: 01635 881180 Email: contact@ev.uk

[Blog] Are You Preparing Your Consumers for Mortality Drag?

Comprehensive single financial planning engine covering all tax wrappers and cash flow goals including income in retirement

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90,000 - 100,000 calls a month

Your Income Drawdown opportunity

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90%

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4,500

THE NEWBURY OFFICE Benyon House, Newbury Business Park, Newbury RG14 2PZ THE LONDON OFFICE 50 Liverpool Street, London EC2M 7PY Phone: 01635 881180 Email: contact@ev.uk

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How EValue can help

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The APIs have around 90,000 – 100,000 calls every month. As the team now know how to use our APIs, they can expand it globally very quickly. The only limit to their plans are internal resource and availability. As our client’s proposition grows, in terms of different offerings, our APIs will be able to support them. Currently they look at accumulation, though have plans to include decumulation too.

Solution

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Investments

Problems confronting consumers

And what’s happening in the industry?

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• Design a choice architecture to enable consumers to consider other funds or solutions which may be more appropriate than the pathways • Deliver guidance tools which enable consumers to understand the risks and potential outcomes

Advice

Opportunity for drawdown providers

With nearly two decades of experience illustrating the outcomes from drawdown strategies and helping providers design solutions.

[Blog] Why Stochastic ESG Modelling is the Best for Financial Forecasting

Investments

Phone: 01635 881180 Email: contact@ev.uk

[Blog] Sequencing Risk in Drawdown: Timing is Everything

Same engine used for consumer guidance modeller, adviser tools and digital advice – so completely consistent results

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Investments

At Insight’s heart is a groundbreaking interest rate model producing realistic forecasts of future interest rates vital for drawdown strategies

Contradictions, ignorance and unmet expectations: the state of income drawdown

Phone: 01635 881180 Email: contact@ev.uk

How EValue can help

Advice

4,500

Our client is embarking on a digital advice transformation and using our components to fit into the gaps and solve the challenges they come up against. We’re providing the parts to help them make this happen.

Enabling digital transformation

Solution

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Resources

Guidance

Using APIs to grow

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We’ve established a long-term partnership with this client, helping them to not only grow each proposition, but develop them out into different countries too.

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EValue's credentials

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Spotlight

Tim Jablonski Product Director, EValue

Do expectations align with reality?

[Blog] How to Communicate Pensions Changes Using Online Tools

Opportunity for drawdown providers

3 Hours

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Opportunity for drawdown providers

[Blog] Three Ways Pension Providers Can Take Advantage of Digital Opportunities and Help Their Customers

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Download as a PDF

Using APIs to grow

A long-term partnership

Download business case

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[Report] Pensions Freedom Index 2019

A worrying lack of knowledge

[Blog] Fin: A Digital Assistant for Supporting Income Drawdown

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We gave the client access to our API Portal so the development team could get up and running with the right forecasting. Information was available in multiple currencies, allowing for expansion into different territories. The APIs we supply are for the investment forecast, the risk questionnaire and chance to beat target. Our client could also overcome issues around Risk Questionnaires. Instead of using a tool, they use our API. They can use it in their journey wherever they want. After the initial tender process, we gave our client consultancy support and taught the development team how to best use our APIs. We worked with business analysts, project managers, technical teams (including programmers and an architect), as well SMEs in advice, and the proposition owner.

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[Blog] Are You Preparing Your Consumers for Mortality Drag?

[Blog] Pension Providers: What Opportunities Do New Technologies Bring?

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A brief background: annuities and drawdown

Our views

600

Increasing speed-to-market and the ability to scale globally

Setting realistic retirement goals Managing drawdown to achieve their goals Making tough decisions

Unmet expectations: What people expect and what they’ll get are chasms apart

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Resources for the knowledge, research and understanding of income drawdown

Whether it's increasing the efficiency of advice and guidance processes, improving the consistency of advice, or mitigating compliance risk, see how we're helping our customers deliver a better service.

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Use Investment Pathways as the first step to addressing consumer needs Design new optimised solutions to meet specific objectives Create a choice architecture to allow consumers to tailor solutions to their specific needs Provide guidance and tools to help with the tough decisions Make advice more affordable for mass market consumers Create the business case by demonstrating the impact that interventions could have on revenues and profits

of adults with cancer are enrolled in clinical trials4

investigative sites will fail to enroll a single patient2

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Increased speed-to-market and the ability to scale globally

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[Blog] How to Help Your Clients use their Pensions Freedom Wisely

[Blog] How to Help Customers Understand the Importance of Financial Planning

Discover the opportunity around income drawdown for your business with resources and research around the topic of income drawdown.

EValue's credentials

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How EValue can help

[Blog] FCA PS19/21: Grabbing ROR, running with it and securing a big win

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Pension Freedoms popular but consumers need considerable support Drawdown business growing fast as mass market consumers adopt drawdown FCA measures only scratch the surface of the problem – investment pathways not enough FCA is monitoring developments There will be problems, further measures and potentially remedial action for consumers who have lost out Opportunity to “get ahead of the curve” and build a robust and profitable business

Income Drawdown

Solving digital challenges

of patients are aware of clinical trial options3

Our products and solutions give our customers the edge when it comes to consumer guidance: from personalised experiences to fast delivery and better education.

15%

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Our client, a global asset manager, wanted to build an automated advice process that included the explanation and calculation of risk and reward for each investment. They had created various tools and calculators before, but they hadn’t yet given advice in this way. As well as needing technical help, they were under tight time pressure and wanted to use a robust forecasting solution that was immediately accessible. In particular, they faced issues around finding and using an appropriate Risk Questionnaire. Most came in tool-form, which would have hindered where and how it was used in the journey.

Background

investigative sites will under-enroll2

74% of adults over 50 say income for life is key for their retirement.

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Guidance

A brief background: annuities and drawdown

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Background

1 milion

No limit to growth

[Blog] Six Ways to Help Your Customers Make Better Decisions

4,500

[Blog] How to Create the Right Strategies for the Investment Pathways

The simplicity and ease of using our APIs were key to this project. Our consultancy period was between January and March, and by April the team knew how to use our APIs. This gave them the freedom to scale and grow their offerings.

THE NEWBURY OFFICE Benyon House, Newbury Business Park, Newbury RG14 2PZ THE LONDON OFFICE 50 Liverpool Street, London EC2M 7PY Phone: 01635 881180 Email: contact@ev.uk

[Blog] EValue's Pensions Freedom Planner: Your Questions Answered

Resources

Problems confronting consumers

From gaining significant market share to ensuring consistency and control over processes, see how our products and solutions help our customers with their investment propositions.

How EValue can help

o Level of income to draw – life expectancy typically underestimated o How to invest o Whether or when to buy an annuity o How to make tax efficient withdrawals o When or how to unlock home equity o Can advice be afforded or can the consumer afford not to seek advice

Our Views

Guidance

• Help deliver advice more efficiently using online assisted advice and digital advice thereby making advice more affordable and available to mass market consumers

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Insight is EValue’s high quality economic scenario generator which has an excellent independently verifiable track record

View the research

• Help select or design Investment Pathways to meet the FCA’s requirements • Help with making a business case for specific developments to address the opportunities presented by the growth in popularity of drawdown

[Blog] FCA PS19/21: Grabbing ROR, running with it and securing a big win

Download business case