Guiding your client through their Retirement Journey

When does your client want to retire?
How does your client want to retire?
What is their plan?

Our MyRetirement Pathfinder application supports your advice proposition by providing a bespoke retirement pathway for your client's retirement vision.

1. Launch the MyRetirement Pathfinder

Key Features of the MyRetirement Pathfinder Application

  • Provides a bespoke client retirement solution and professional report
  • Easy and intuitive to use where a retirement pathway can be generated in a matter of minutes
  • Links straight through to the online submission system where you can complete your application – reduces your costs with quicker processing & getting it right first time.
  • Can be used in or outside of your client meeting

2. User Guide and Videos

Open our user guide to help you navigate through our MyRetirement Pathfinder

About your client & attitude to investing

Assumptions and retirement options

Your client's plan and report

3. Ease of Doing Business

We have made it easier for you with 3 big changes for a simplified and enhanced Electronic Submission experience on Bline