Planning Tools

Improve customer engagement, choices and outcomes using our extensive range of digital planning tools. Our tools are backed by CTC’s strategic calculations engine, Elements, allowing actuarial assurance. All our tools are rapidly bought to market, keeping our clients ahead of the innovation curve.

Our tools can be deployed as modules or complete solutions, allowing for total flexible application when bringing your companies digital vision to life.

Planning Modules

Key features:

  • Market leading calculations engine, with 29+ years experience
  • Multiple individual planning modules (for example, Attitude to Risk Investment Survey, Investment Pathways, Budget Planner - extensive list can be found in our Planning Tools brochure)
  • Flexible APIs
  • UX & UI development
  • Videos: personalised and module explanation

Planning tools tiers:

Enterprise level

We can adapt our planning tools to accommodate for any and all levels of ambitions you may have- CTC will act as your overall strategic partner. We can build or help your business workshop any aspirations.


The modular approach, pick and choose the platforms you require from our extensive list of modules.

Target Retirement Income 

Investment Pathways

Budget Planner


Priorities Questionnaire

Tax Calculators

Investment Forecasting

Marketing Campaigns






Product Comparison

Needs Analysis

Risk Profiling

Product Scenarios

Risk Warnings

FRO Comparison

Product Calculators

AVCs and Top Ups

Personalised Video

WRAP Product Modelling

In Retirement Review

Blended Retirement Modelling

Risk Warnings

Deployed as complete end-to-end journey or as discrete modules.

To find out more, download our Planning Tools brochure here (available Spring 2020).

Contact Us

Request a callback for further information about our services.

Sunley House

4 Bedford Park



0800 689 4739

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