In their own words:

• Personalised Planning: Destination Retirement offers a tailored approach to retirement planning, focussing on individual goals and financial situations to provide regulated advice
• Comprehensive Service: It encompasses a wide range of retirement aspects, including pensions, savings and investments, ensuring users make informed decisions for their future
• Adaptability: The service is designed to adapt to life changes and market conditions, helping retirees maintain financial security and tax efficiency throughout their retirement.

Synopsis:

• Destination Retirement: HUB Financial Services introduced a digital platform designed to provide regulated advice on converting pensions and savings into sustainable retirement income.
• Personalised Planning: The platform offers interactive tools for users to model different retirement scenarios, receive tailored recommendations, and optimise their financial situation.
• Potential for Wealth Management: HUB aims to expand the platform’s reach to wealth management firms, addressing challenges such as cost-to-serve and low-to-mid net worth clients.

CLICK PLAY ON THEIR DEMO BELOW