Retirement Growth Strategy
Financial Advisor
Alpha was engaged to support a strategic initiative to define the client’s future retirement proposition.
Alpha assessed the current propositions and product developments across equity release and pension products against the current market and customer opportunities. Our analysis resulted in key recommendations to the board to allow for the development of a more customer focused and holistic proposition that will better support customers across the breadth of their needs, to and through retirement.
By utilising and leveraging Alpha’s intel of products and intermediaries’ recommendations for the in-flight equity release and pension propositions were provided, focusing on the future distribution and market positioning with the aim of meeting a wide variety of customer needs.
Client Outcomes
- Strategy development
- Market scan
- Proposition recommendations