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[Blog] 8 Ways to Make Financial Forecasts More Realistic
Pension Freedom Index 2019
Creating long-term partnership
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[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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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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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.
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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.
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Investments
Problems confronting consumers
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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
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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
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[Blog] Sequencing Risk in Drawdown: Timing is Everything
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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
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Advice
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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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Vestibulum euismod, elit quis ornare gravida, dui diam fringilla arcu, a vulputate lectus diam eu est. Nullam ut eros vitae mauris dapibus tempus et id odio. Morbi ac consectetur augue, eu condimentum dolor. Praesent eleifend risus id est facilisis blandit. Curabitur eget enim in felis sollicitudin commodo bibendum eget tortor. Praesent et lorem ac metus fringilla tincidunt. Nunc eu rutrum velit, eu ultricies sapien. Quisque sagittis turpis non facilisis congue. Nunc sapien sem, interdum ut ipsum vitae, pharetra bibendum nunc. Maecenas eget facilisis risus, quis rhoncus leo. Vestibulum euismod, elit quis ornare gravida, dui diam fringilla arcu, a vulputate lectus diam eu est. Nullam ut eros vitae mauris dapibus tempus et id odio. Morbi ac consectetur augue.
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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Tim Jablonski
Product Director, EValue
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Do expectations align with reality?
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[Blog] How to Communicate Pensions Changes Using Online Tools
Opportunity for drawdown providers
3 Hours
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Opportunity for
drawdown providers
Copyright © EValue Ltd 2019. All Rights Reserved.
[Blog] Three Ways Pension Providers Can Take Advantage of Digital Opportunities and Help Their Customers
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Using APIs to grow
A long-term partnership
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[Report] Pensions Freedom Index 2019
A worrying lack of knowledge
[Blog] Fin: A Digital Assistant for Supporting Income Drawdown
1/4
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Fact one:
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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.
only
[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
Content 3
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Resources for the knowledge, research and understanding of income drawdown
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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
Fact two:
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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.
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[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
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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
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A brief background: annuities and drawdown
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Background
1 milion
No limit to growth
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[Blog] Six Ways to Help Your Customers Make Better Decisions
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[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
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• 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
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