Pension Drawdown & Retirement Income Forecasting Reports
Make Retirement Income Planning Clear, Compliant and Client-Friendly
Retirement planning isn’t just about investments; it’s about confidence, sustainability, and peace of mind. Your clients want to know their money will last. Your compliance team needs to see that your advice holds up. That’s where we come in.
At Root Paraplanning, we specialise in retirement income forecast reports that help you demonstrate safe withdrawal strategies, income longevity, and tax efficiency, all in one clear, FCA-ready document.
What’s Included In Our Reports
Our CRP report packages are built to support structured retirement advice with a personal client focus. We cover:
Tax wrapper sequencing (ISA, SIPP, GIA)
Clear articulation of drawdown vs. annuity or hybrid strategies
Sustainable withdrawal rate analysis
Lifetime income forecasting using real cashflow models
State pension, DB, and other income stream integration
Visuals and summaries for client understanding
Why Advisers Choose Root for Retirement Income Reports
Clients expect clarity and reassurance. Compliance expects consistency. You need both, fast. That’s why advisers work with us:
Save time explaining complex withdrawal strategies
Enhance the client experience with clear income visuals
Reduce regulatory risk through structured drawdown logic
Quickly scale reviews and onboarding for retirees
Ideal For
Advisers supporting clients entering or approaching drawdown
Practices using CRPs or bespoke retirement frameworks
Firms offering holistic retirement cashflow strategies
Give Clients Confidence in Their Retirement Strategy
From income longevity to sustainable withdrawal rates, our drawdown reports deliver clarity, professionalism and peace of mind for you and your clients.