Scottish Widows has today launched a ‘Retirement Matrix’ tool to help advisers have better conversations with customers and help them boost their retirement income.
The mapping tool allows current and potential retirement products to be mapped against what people want from their retirement income on a 3D cube, to see whether retirees’ needs are being met by the products which are currently available.
The Retirement Matrix was included in a report from Scottish Widows called ‘Decumulation: Understanding the Needs of the Nation’, which shared the views of around 1,500 retirees and near-retirees towards accessing their pension savings.The report revealed a disconnect […]
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