Planning Tools

CTC's financial modelling suite for the pre, at and post-retirement markets

CTC Tools: supports the full cycle of engagement with consumers

Over the last twenty-plus years CTC has developed a financial modelling suite that embraces the full customer cycle. Central to this is the same calculations engine that underpins CTC’s illustrations capability.

Retirement Hub

Budget Planner

Cashflow

Priorities Questionnaire

Income Targeting

Tax Calculators

Investment forecasting

FRO Comparison

Marketing Campaigns

Review

Application

Illustrations

Guidance/Education

CRM

Product Comparison

Needs Analysis

Risk Profiling

Product Scenarios

Risk Warnings

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.

Pensions are Getting Interesting

The freedom of access promised by the government's reforms is stimulating consumer engagement with their financial lives - and we are only at the tip of the engagement process. Whilst immediate attention has been given to taking cash from savings there will be far wider consequences. With the confidence of access to savings, consumers will be more likely to put money in. And for those that make use of drawdown products then the income planning cycle is continual from the first withdrawal.

CTC's What-if Tools

CTC first provided What-if tools for savers alongside its Illustrations capability back in the 90’s. With a widely held belief (well before Pensions Freedom) that alternative retirement income products should be available to the mass market, CTC developed its at-retirement tools ten years ago. The suite was then enhanced significantly in 2013.

Efficient & Engaging

By the use of modelling and planning tools presented interactively through a portal or on a tablet device, CTC can help support a quality self-directed or advised process. CTC’s solutions determine valid options for individuals requiring very little information to make intelligent assessments.

Interested? We'd love to hear from you.

  • 0800 689 4739
  • enquiries@ctc.uk.com
  • Sunley House
    4 Bedford Park
    Croydon
    CR0 2AP

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