A Sales System that Helps Advisers Chart Retirement Courses for Baby Boomers

An innovative sales system that offers financial advisers a complete planning solution for the baby boomer marketplace. The product focuses specifically on retirement distribution planning by helping advisers develop a sound financial plan based upon assets and income their clients will have through their retirement years.

  • Analyzes a client's needs, income and assets
  • Assists advisers in determining appropriate policies, annuities and other planning options
  • Also includes a detailed consumer brochure showing how concerns shift during retirement

Impact's Retirement Road Map is designed to help baby boomers answer questions such as, 'Do I have enough money to retire? Will I run out of money? How do I map out a retirement strategy? How will I know if I am staying on track? It is one of the first products available that helps advisers focus on the boomer marketplace and distribution planning, which is growing at an astonishing rate.

Retirement Road Map Screenshot

Click image to enlarge

Calculating retirement resources is particularly challenging, as some information is provided as monthly income at retirement, and other information is in terms of investment or asset values today. Retirement Road Map calculates known retirement incomes, State Benefits, pensions, annuities, etc., compares that to the retirement needs, and then calculates the value today necessary to make up the difference. As a result, there is a single number to compare to assets or investments. Impact makes complex calculations easy to understand so clients can make important decisions. Retirement Road Map shows a strategy for each year of retirement to assure predictable income while maximising investments.

Retirement Road Map Screenshot

Click image to enlarge

According to a Centaur Survey (‘Thinking Grey’, Feb, 2006), Britain’s 12 million boomers (or “empty-nesters”) enjoy £145millions of spending power (almost twice that of any other group). By 2030, when the last boomer turns 60, they will account for 25% of Britain’s population but will be responsible for 40% of disposable income and 77% of private investments (Datamonitor Survey, 2005).

Retirement Road Map Screenshot

Click image to enlarge

Impact's Retirement Road Map is an add-on application to Impact's web-based financial sales and collaboration platform, PlanLab ®. PlanLab automates the financial sales process across an enterprise, from initial fact finding to financial plan generation, enabling financial advisers to work more efficiently with clients and close more sales. With PlanLab, advisers can assist clients in defining financial goals, collect and analyse relevant information and model planning scenarios as well as generate customised proposals.


  • Internet Explorer 7 or greater,
    Firefox 3 or greater
  • Adobe Reader 7.0 or greater
  • Connection to the internet
Per Month


This product sits on the Web-based PlanLab platform. The complete functionality of PlanLab comes in an easy-to-use, web-based package that requires little or no training to get started. Intuitive features in PlanLab make it easy to collect and analyze client data, motivate clients to action, and monitor their progress.

For more information or to arrange for a demonstration, please email sales@bmcprofiles.com or call 01743 248515.

View All Products