Voyant launches financial planning tool

Voyant Adviser is modeled around UK product structures and combines cashflow planning, needs analysis and goal planning into one interactive tool.

Users can build a personalised 'timeline' of life events and stages such as the payment of school fees, a wedding, buying and selling a house and retirement, and to allocate financial needs and goals to those events and stages.

Bob Freeman, vice president at Voyant UK, said advisers will meet TCF standards and prepare for the impact of the RDR through using Voyant.

He said: "The interactivity and collaborative nature of Voyant Adviser will help advisers to develop deeper and more rewarding relationships with their clients, particularly in the current economic climate where it has never been important for advisers to be able to demonstrate the value they bring."