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FAQ

Question:

Is the tool built by Old Mutual Wealth, or is it provided by a third party?

Answer:

The Retirement Income Explorer tool is provided by Old Mutual Wealth, and is powered and hosted by a third party supplier, eValue.

eValue is a firm specialising in financial planning, forecasting and reporting solutions. Their software is used by more than 80% of UK financial institutions and is accessed by over 50% of the adviser market*.

*Source: ‘Why eValue? Fifteen Competitive Differentiators’.

Financial Adviser Verification