• The LifePlanning toolkit Seeing is believing when it comes to planning your clients’ future. You’ll want to help them identify their life goals, show them their potential cash flow and help them understand the impact tax could have on their retirement income. Imagine if you could do it all in one place. You can.

    The LifePlanning toolkit is a suite of planning tools designed to support meaningful conversations with your clients. Use the tools individually or altogether and start painting pictures that your clients will really understand.

  • Watch our video

    See the difference the LifePlanning toolkit could make with your client plans.

    See how results are calculated and the assumptions used in our technical user guide.


    Download our user guide

  • Explore the LifePlanning toolkit
    Retirement income optimiser

    How could tax impact their retirement income?

    Use the Retirement income optimiser to demonstrate the potential effect tax could have on your clients' retirement income for the year ahead.

    • Show your clients how their retirement income options for the year ahead could be used to manage their tax position
    • Refine their income strategies to bring clients closer to matching their goals
    • Create a useful report for your clients so they can easily refer to the plans you've agreed.

    Get started with our Retirement income optimiser quick guide.

    Register for the toolkitLogin to the toolkit

    The best way to experience the LifePlanning toolkit is with the following internet browsers using a tablet or desktop device: Internet Explorer 10 or above, Safari, Google Chrome, Mozilla Firefox.

    Goals and time planner

    What matters the most to your clients?

    Identify what really matters to your clients and engage them in the planning process with the Goals and time planner. It can help to discuss and plan out their lifetime goals and when they want to achieve them.

    • Help them discover their key aspirations and financial priorities
    • Present their goals in a way they will easily understand
    • Add, edit or remove a range of goals including life events, milestones and desired lifestyles.

    Get started with our Cashflow, goals and scenario planner quick guide.

    Register for the toolkitLogin to the toolkit

    The best way to experience the LifePlanning toolkit is with the following internet browsers using a tablet or desktop device: Internet Explorer 10 or above, Safari, Google Chrome, Mozilla Firefox.

    Let's see cashflow planner

    What does your clients' expected cashflow look like?

    Let's see cashflow planner helps you quickly find those key insights without having to add as much information as a more detailed cashflow model. The straightforward input screens and range of charting options provide you with what you need, when you need it. 

    • Easily talk your clients through their options and demonstrate the potential effect of an income shortfall or excess
    • Show your clients the effect that lifetime goals could have on their expenditure and if they'll be able to reach them
    • Simulate the effect different investment returns could have on their plan.

    Get started with our Cashflow, goals and scenario planner quick guide.

    Register for the toolkitLogin to the toolkit

    The best way to experience the LifePlanning toolkit is with the following internet browsers using a tablet or desktop device: Internet Explorer 10 or above, Safari, Google Chrome, Mozilla Firefox.

    Getting started

    Accessing the LifePlanning toolkit

    Each of the tools within the LifePlanning toolkit requires you to login. If you are already a Voyant Adviser user then you can login straight away. Otherwise, you'll need to register to access the tools:

    Register for the toolkitLogin to the toolkit

    If you have any issues while registering then please speak to your usual contact.

    Using the LifePlanning toolkit

    Download the LifePlanning toolkit user guide

    Download our Retirement income optimiser quick guide

    Download our Cashflow, goals and scenario planner quick guide

    The best way to experience the LifePlanning toolkit is with the following internet browsers using a tablet or desktop device:

    • Internet Explorer 10 or above
    • Safari
    • Google Chrome
    • Mozilla Firefox.

    Assumptions

    The LifePlanning toolkit uses a set of data assumptions to generate results. See our latest data assumptions.

  • Please bear in mind

    • Before using any of the tools listed above you should read the LifePlanning toolkit user guide to fully understand the assumptions the tool uses to create the results
    • Results produced by any of the tools listed above are not personalised financial advice and are designed to be used as a guide only. You shouldn't rely on the results when making financial planning decisions or providing financial advice
    • Any tax estimate shown is an indication only. This means the results aren't suitable for preparing tax reports, tax returns or to be relied on to give tax advice. Clients who need tax advice should speak to a specialist tax planner
    • Any forward-looking results from the LifePlanning toolkit are only predictions and involve known and unknown risks, uncertainties, and other factors that may cause actual results and performance to be materially different from those predicted
    • All results from the Retirement income optimiser are calculated for the current tax year only, which may be inappropriate for some individuals' circumstances and tax position
    • The Retirement income optimiser assumes the tax rates and bands applicable at the time of use will apply, even where the plan overlaps with the next tax year.