Professional Retirement Planning
Aiming to achieve a comfortable lifestyle when you retire? Our online advice service will provide you with a plan.
- Discover your own personal risk profile and understand how investment market risk works
- Establish your personal retirement income and age goals
- Find out if you are on track to meet your personal retirement income goals
- Confirm an affordable amount to put towards your financial planning objectives/retirement income goal
- Complete an up-to-date death benefit nomination form
- Find out which fund is appropriate for your risk profile and whether you need to take more risk than this to get a better chance of meeting your retirement income goals
- Learn more on the basics about the recommended investment strategy
In registering now you'll be participating in our testing phase with the Financial Conduct Authority’s regulatory sandbox. The regulatory sandbox allows firms to test innovative offerings in a live environment. More information on the FCA’s regulatory sandbox can be found here.
If you’re interested in hearing more about this exciting financial wellbeing proposition, get in touch on support@moneybee.ltd.