DCube’s Administration
Although workplace drawdown pots are small at the moment, it is an emerging market. To many master trusts, it is just another interesting topic just to think about as there are other priorities as drawdown is not profitable enough to invest in (the systems and the propositions). In 5 years it’ll be massive and most likely many firms would have already jumped on offering the drawdown service.
Imagine being the first to create a legacy.
Just like any other industry, it is easier to create a legacy in this arena before anyone else at an early stage and be known as the trust and people’s go-to master trust for this service.
According to FT Adviser, master trusts are starting to think about drawdown. With the industry growing and members ageing, it won’t be long before members will start thinking about their drawdown options. With that being said, we’d like to encourage you to start thinking about drawdown earlier, be trusted and be the go-to firm for offering drawdown services to customers before it is offered by everyone.
If this is something that has been at the top of your mind and cannot find a sustainable way to offer or think about drawdown service yet, we’d like to introduce you to our DCube - drawdown in a box: Administration Module.
About DCube’s Administration Technology
Introducing you to DCube Administration for Master trusts where you’ll be able to manage all the workflow on one system. The idea is to make offering drawdown simple for you. From communications, storing data, storing documents and notifying customers of the changes, it is made possible with DCube Administration.
Compliant with the FCA regulations
Excellent customer Journey
Calculations
Here at CTC, we are all about making everything as simple as possible, helping you help your clients. We offer a SaaS model which is easy to deploy and pay as you go. If that’s not enough, we also offer a service where you can deploy it fully branded to your style.
How will DCube’s Administration make a difference to master trusts?
If you’re thinking offering drawdown service is another thing to worry about, we’re here to make this as simple as we can. All we require from you is a certainty that this is something you’d like to offer your customers - CTC will take care of the rest; administration, ensuring that you’re able to work efficiently from one system.
With drawdown being a naturally long and time-consuming process, the last thing you want is to have to use many systems at a time to offer one service. With CTC, one system does all.
When the process is already long and something you don’t want to think about, the last thing you want to do is go out of your way to figure out which systems would work for each part of the process, and if it would link or connect with the next.
With CTC’s DCube Administration, you will be able to manage everything from one dashboard, making offering drawdown simple.
Why choose CTC’s DCube drawdown Administration technology?
What’s in it for you
What’s in it for your members?
DCube drawdown Administration Walkthrough
Hosting
Saving the cost and hassle of hosting applications, CTC typically provide its applications under a SaaS model. We are however equally comfortable supporting an on-premises deployment.