The New Approach to Pensions

In today’s competitive market financial organisations face the dilemma of trying to excel in their pension business while at the same time remaining client focused.


3Q’s Proposition
Pensions are one spoke in asset accumulation focused on achieving financial independence – the point where income from assets replaces income from work. For customers pensions appear standard, and impersonal. For mass affluent and high net worth clients, and the advisers managing their assets, a more sophisticated approach is needed.

3Q’s pension product is highly personalised. 3Q’s pension application examines how a pension can contribute to the client’s financial independence and most importantly how the money is invested to achieve the client’s lifestyle and financial goals. A new and exciting approach to traditional pension applications, 3Q constantly highlights the client’s financial independence through the lifetime of the pension.

3Q customises planning.  The product customises the retirement planning for the individual, calculating their attitude to risk, return expectation and investment profile. The module takes an innovative approach to pensions allowing the client grow their financial portfolio over time.

For more information, download our pension brochure.