Projection statements

Custom retirement income projections generated for campaign-based communications and regular annual statements

Enhance your member communications

Our Retirement Income Projection Statements leverage our robust Retirement Income Simulator engine to create engaging projection statements for campaign-based communications, or supplementary pages to be issued alongside regular annual statements.

A wealth of customization

Member filtering

Target specific statements to member segments by filtering raw input data.

Alternative scenarios

Include alternative scenarios in statements to demonstrate how members can improve their retirement income.

Custom output

Retirement Income Projection Statements can include any combination of member specific inputs and outputs from the Retirement Income Simulator engine, including charts.

Brand customization

The positioning and style of the member-specific information can be customized to fit into a template document of your own design.

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