There is a new in depth planning and advice tool available from Old Mutual SA, for those intermediaries who have contracts with the group.
The new tool is available for assistance and guidance in the pension design and advice process, for intermediaries to offer to their clients.
John Bryant, executive GM of retail product development and strategy at Old Mutual, says that the tool will profile the client to suitable products and portfolios. It also explains options in a client friendly manner, while at the same time explaining risk in a client friendly manner.
Bryant says that the tool can also do scenario testing and projections, and finally producing a client report.
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