Invesco Launches Updated Retirement Planning Website to Provide Advisors, Investors More Efficient Retirement Readiness Support

New Format and Tools Help Advisors Make the Process More Manageable and Actionable for Clients

Dec 03, 2012, 09:00 ET from Invesco

HOUSTON, Dec. 3, 2012 /PRNewswire/ -- Invesco Distributors, Inc. announced today the launch of a comprehensive, "step-at-a-time" website financial advisors can use to help clients better prepare and account for the growing complexities of retirement planning. The redesigned site was developed to help advisors take their clients through the planning stages by using an intuitive timeline format with easy access to a variety of beneficial tools and related information.

(Logo: )

"This new website brings together a wealth of meaningful information that really helps advisors work with clients to understand and literally see all the factors involved with developing a sensible and effective retirement plan," said Terry Kelly, director of Retirement Sales. "As surveys continue to reveal the concern of both employees and employers about retirement readiness, we believe our website now offers advisors and investors one of the most timely, user-friendly resources for retirement planning in the industry."

Better understanding of the complexity and multiple steps involved in retirement planning can create a more effective client-advisor relationship. That's the premise of Invesco's website, which is designed to make the process more manageable for investors by helping them:

  • Identify the variables unique to their age group — starting in their 20s and lasting throughout their retirement.
  • Take an active, hands-on, intentional approach to retirement readiness.
  • Work closely with their financial advisors throughout the process.

Distinguishing features of the website,, include:

  • A step-by-step presentation of the strategies, factors, variables and decisions that affect retirement savings.
  • A Retirement Planning Timeline that enables investors to determine where they are in the process and access the resources and tools they need at their particular stage. 
  • Numerous visuals to help investors more clearly understand the concepts presented.
  • Twenty-three calculators to help advisors and investors personalize the planning process.
  • A "next steps" call to action for each section that lists actionable items with links to resources and tools.

"This is an important addition to the tools we provide our advisors to support their practice and another step in our commitment to deepen our partnership with them," said Brian Lee, national sales director for the Independent Advisor Division.

About Invesco
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at

Invesco Distributors, Inc. is the US distributor for Invesco Ltd.'s retail mutual funds, exchange-traded funds and institutional money market funds and the subdistributor for its STIC Global Funds. It is a wholly owned, indirect subsidiary of Invesco Ltd.


SOURCE Invesco