Pension Accumulation Microservices
With the ever-increasing need to provide new or further digital services to your customers & advisers to help support their journey up to retirement, we have you covered. CTC has a wide range of microservices, from improving customer engagement to helping your customers plan for their future retirements.
With the flexibility that CTC’s Pension Accumulation offering, you can implement our microservices with any existing system. More information on our microservices can be seen below.
Calculators & Planners
Budget Planner
A simple tool to help members to plan their budget and spending in their retirement.
Contribution Planner
Allows members to understand how much they need to contribute to receive their desired income during their retirement.
Contribution Planner - Detailed
Allows members to understand in depth how much they need to contribute to receive their desired income during their retirement.
Early Retirement Planner
Allows members calculate their suitability to retire early.
Life Expectancy Calculator
Allows members calculate their estimated life expectancy age.
Retirement Living Standards Planner
Based on the PLSA guidelines, this helps members plan for their lifestyle and living standard in retirement.
Retirement Options Planner
Allowing your members who are approaching their retirement plan for their future.
Retirement Options Planner - Detailed
Allowing your members who are approaching their retirement to create a detailed plan for their future.
Salary Sacrifice Calculator
A specialist calculator to help members calculate the impact of their salary contributions.
Semi-retirement Planner
Allows members calculate their suitability to partially retire.
Customer Engagement
Annual Benefit Statements
Helping your organisation mass-produce annual benefit statements for your members.
Interactive Personal Video Statements
Our interactive personalised video is a tool trusted by many leading brands, helping them produce many engaging campaigns.
Personal Video Statements
Our personalised video is a tool trusted by many leading brands, helping them produce many engaging campaigns.
Retirement Health Check
A simple questionnaire to gain an understand of a member’s readiness for their future retirement.
Customer Investments
Attitude to Investment
A simple questionnaire to gain an understanding of a member’s attitude to investments.
Attitude to Risk
A simple questionnaire to gain an understanding of a member’s attitude to investment risk.
Investment Calculator
A specialist calculator to help members calculate the impact of their investment portfolio on their funds.
Investment Pathways Comparator
A simple tool to help members understand and compare their investment pathway options.
Illustrations
Illustrations (Pension Accumulation)
Helping your organisation mass-produce comprehensive compliant Pension Accumulation illustrations.
Illustrations (SMPI)
Helping your organisation mass-produce comprehensive compliant Statutory Money Purchase illustrations.
