Wholly independent | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
IFA Approved | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Safe and Secure | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Great Customer Service and e-mail support | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Tooltips, Glossary and FAQs | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Intuitive and Easy to Use | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Planning | | |
Ability to Plan the Whole of Your Retirement | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Can be updated at any time | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Takes Account of Pensions, Assets, Incomes, Debts and Expenses | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Ability to Plan future Pensions Contributions pre-Retirement | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Automatically calculates income tax | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Automatic updates for new Tax Rates and Pension Rules | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Snapshot Alert shows when funds run out | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Enables User to adjust plans to ensure funds last (see case studies) | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Snapshot Instantly shows Effect of Edits and Updates | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Reports and Forecasts | | |
Comprehensive Charts Showing Assets and Income throughout Retirement Years | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
All Forecast in Future AND Current Values | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Downloadable Spreadsheets for Input and Forecasts | ![Tick](images/small-tick.png) | ![Tick](images/small-tick.png) |
Couples | | |
Allocate assets between partners | ![Tick](images/small-cross.png) | ![Tick](images/small-tick.png) |
Allocate income between partners | ![Tick](images/small-cross.png) | ![Tick](images/small-tick.png) |
Dual Tax tables | ![Tick](images/small-cross.png) | ![Tick](images/small-tick.png) |
Provides for different retirement and pension dates | ![Tick](images/small-cross.png) | ![Tick](images/small-tick.png) |
Amalgamates partners' details for combined charts and forecasts | ![Tick](images/small-cross.png) | ![Tick](images/small-tick.png) |