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Reminder - Withdrawal of LifePlanning Toolkit

All access to the LifePlanning Toolkit will be removed on 30 June 2018. To ensure you retain the records and data you require, we recommend that you take copies of cashflow or RIO plans and reports in advance of this date as client records will not be retrievable beyond 30 June 2018.

Why is it being withdrawn?

Despite a high degree of initial interest, the ongoing use of the LifePlanning Toolkit has been lower than anticipated. As a result, we’ve taken the opportunity to assess how best to provide these types of planning tools in future.

We have seen a strong level of interest in other tools provided by Standard Life, including our recently launched simplified cashflow planning tool, provided by Focus Solutions. As well as positive feedback on our Income Withdrawal Optimiser which helps advisers to prepare tax efficient retirement income plans.

What to do next:

Sign-up to use our Focus Solutions cash flow modeller and / or our Income Withdrawal Optimiser or Use an alternative Voyant Cashflow Planning Tool.

  • Free access with no monthly licence fee to a simplified cashflow planning tool provided by Focus Solutions, targeted to support managing client understanding of sustainability of income, including DB to DC transfers.
  • Free access to our Income Withdrawal Optimiser, to support you in designing tax efficient withdrawal strategies in retirement.

Please note – existing data held in Voyant tools will not be transferred.

If you are interested in using either tool please contact your usual Standard Life contact or simply call us on 0345 600 2399 and we will be able to arrange access for you.

Use an alternative Voyant Cashflow Planning Tool

  • Voyant offers a range of cashflow planning tools with Adviser Go the closest offering to LifePlanning Toolkit. They do not have a comparative offering to RIO.
  • Voyant will apply a monthly charge per user licence; you can contact them here to find out more.
  • Client data may be transferred by Voyant to an alternative product – please speak to Voyant directly about this option.