OPTIO helps you sort out your long-term finances, without having to rely on insurance salesmen.
It builds a permanent record of your entire financial position and then identifyies any gaps in your long-term plans.
The built-in diagnostics give you comprehensive, accurate forecasts for pensions, life insurance and income protection. Extensive "What-if?" facilities check how much you should save to meet your retirement goals, and make sure your family is properly protected. If you have children, the Education Fees diagnostic forecasts school and university fees. The Tax Adviser then finds up to 50 different ways in which you can save tax.
OPTIO prints a factfind report containing all the information financial advisers need, so you can shop around without spending hours filling out forms. You stay independent and in control.
