DCube’s Planner

 
 

Drawdown is seen as a hygiene factor by Master Trusts, as the low volume of small pots is not yielding significant profits yet.  Now is the time to seize this market as in 3 to 5 years it’ll be hugely lucrative and competitive and most likely many firms would have already jumped on offering comprehensive drawdown services.

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. Developing comprehensive and customer-friendly drawdown propositions now will yield significant returns in the long term.

With limited options available to master trust members at the moment, in order to keep your members coming back to the services you offer, an engaging journey and options suitable for the mass market are essential.

If this is something that has been at the top of your mind and cannot find a sustainable way to offer or think about this service yet, we’d like to introduce you to our DCube product - drawdown in a box: Planner Module.

Here at CTC, we are all about making everything as simple as possible, helping you help your clients. We offer a SaaS model that 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.

 

About DCube’s Retirement Planner Technology.

Introducing you to Dcube Planner for Master trusts where your customers will be able to plan for their dream retirement and our DCube Planner will present them with the most suitable option based on their circumstances. While this may sound like a long process, customers may go through the planner at their own pace while at the comfort of their own home.

Compliant with the FCA regulations

Excellent Customer Journey

Detailed planning

Here at CTC, we are all about making everything as simple as possible, helping you help your customers. 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.

 

If you’re thinking this 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; Planner, keeping up to date with the ever-changing regulations, calculations, ensuring your customers understand their options and their consequences and the excellent experience for your customer journey.

Pensions itself is already a complicated topic, the next thing you can do to help your customers ease into their retirement planning journey is to ensure that the process is simple while the language used is easy for them to understand. Something that makes sense as they read while you comply with the regulations. This is exactly what our DCube planner does.

With DCube planner, we can promise you an excellent customer journey while you can promise your customer the retirement of their dreams or the closest possible to that.

 

Why choose CTC’s DCube Retirement Planner technology?

 

What’s in it for you?

✔ Don’t have to worry about keeping up with the ever-changing regulations (we have a team dedicated to staying on top of the regulations so we can update our solution that will help you comply with the regulations)

✔ Don’t worry about all the calculations, we fully automate the process for you

✔ Pay as you go and cost-effective

✔ Fully branded to your company’s branding

✔ Easy deployment

✔ A simple start with the option to move to advanced options

✔ Faster process

✔ Paperless

✔ Members can view their account history

✔ A high chance of being a return client

✔ Responsive to every device

✔ Language used is customer-friendly while complying with the regulations to ensure that the language does not interpret anything else than what it is meant to imply

✔ Audit trail - able to review everything and assist members if required

What’s in it for your members?

✔ View their retirement plan in one account, as often as they wish, from the comfort of their screen

✔ No paper complications or losing important information

✔ An excellent journey throughout the whole process

✔ We bust the jargon by using customer-friendly language

✔ An engaging design helping them better understand the process

✔ Responsive to every device

 

DCube Retirement Planner Walk-through

✔ Fully online customer journey, consistent for all clients

✔ Personalised reports generated based on each client's information

✔ Select their product choices directly from their account

✔ A hub to manage plans and advanced planning

 

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.