Just Group’s guaranteed income producing asset has been integrated into FinCalc’s cashflow modelling software.
The guaranteed income producing asset, created by Just Group, helps portfolio managers and independent financial advisers (IFAs) achieve better client outcomes.
Just suggested that most clients can achieve higher portfolio values and a more sustainable plan when using it guaranteed income producing asset as part of the SIPP drawdown portfolio. FinCalc’s software provides advisers with user friendly tools that help them offer their clients with fully comprehensive advice.
By integrating its secure lifetime income solution integration into FinCalc’s cashflow modelling software, Just said the move will help advisers and portfolio managers achieve more certainty over investment outcomes for clients.
A UK-wide series of face-to-face seminars begins tomorrow (Tuesday 20 June), and attendees will be able to see FinCalc’s approach to cashflow modelling demonstrated live. These seminars will help to demonstrate the greatly improved outcomes that blending income guarantees can generate for retirees.
“I am thrilled about our partnership with Just, which not only offers real-time rates for their guaranteed income producing asset, but also highlights the power of cashflow modelling in demonstrating the impact of this powerful asset over time,” commented CEO at FinCalc, Jason Wykes.
“Through our joint seminars, we aim to showcase how FinCalc's robust features can help advisers witness first-hand the benefits of integrating Just's guaranteed income producing asset and how cashflow modelling can assist them in fulfilling their consumer duty requirements. This partnership exemplifies our commitment to providing advisers with cutting-edge tools and insights to better serve their clients.”
Business development director at Just Group, Yannis Katsis, added: “People in retirement face very different risks to those who are still working and building their wealth and not all of the financial planning tools available currently recognise or adapt to this.
“FinCalc’s inclusion of our guaranteed income producing asset into their cash flow modelling software shows innovative thinking – and it enables portfolio managers and IFAs to manage the risks facing investors in decumulation and achieve more certainty over investment outcomes.”
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