Synopsis:

• Personal Recommendations – Provides tailored retirement income strategies based on individual savings.
• Improved Navigation – New landing page with enhanced options for easier access.
• Planning Capability – Enables customers of any age to create bespoke retirement plans.
• Activity Cards – Helps prioritise needs and wants, set timelines, and allocate budgets.
• Savings Integration – Analyses pensions, ISAs, and cash to determine tax-efficient withdrawal strategies.
• Outcome Visualization – Clearly presents how savings cover priorities, highlighting any shortfalls.
• Cash Flow Management – Helps users understand income flow and explore options like part-time work.