AN FTRC & ADVISERSOFTWARE.COM REPORT
Destination Retirement, from Just Group, is a savings and retirement service for lower value customers who no longer fit the traditional advice model.
Offering a service that combines innovative digital capability, with human support (hybrid advice). It helps customers navigate the 3 key facets of retirement (saving for it, planning for it, then living it), all in one place.
Now expanded to enable Wealth Managers to safely offboard clients, the right technology can make services which are traditionally uneconomic for advice firms be more sustainable and profitable.
If you are a Wealth Manager or IFA and would like to understand more, or partner with Destination Retirement, you can register your interest here
Please read the “You Should Be Aware” below.
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