Retirement Income Service
Feel confident about the sustainability of your client’s retirement income. A tailored investment service underpinned by robust science and real life scenarios.
Retirement Income Calculator
Fortify your Centralised Retirement Proposition
7IM’s award winning income service is a thoroughly tested, robust, repeatable process designed to plug into your CRP.
De-risk your retirement offering
A drawdown strategy designed to de-risk your business and provide your clients with better and more consistent outcomes.
Manage sequence risk, without cash drag
RIS uses a ‘risk bucketing’ approach for the optimal investment strategy, combined with a cash buffer to reduce the likelihood of needing to sell in falling markets.
Give your clients greater confidence
Help your clients sleep at night knowing their retirement is in good hands.
Having access to the retirement income service at 7IM has been a retirement life-saver during 2020 for my clients’ drawdown portfolios
Understand the process and the science behind RIS
Individually modelled
Each client scenario is individually modelled using comprehensive Monte Carlo simulations.
Clear information
Planners are provided with clear information to help assess client suitability.
Likelihood of outcome
Likelihood of a good outcome is communicated in a client friendly language.
Implemented in a client friendly manner
No need for complex products, black box solutions or structured products!
A robust income plan all in four easy steps
Understand your client’s requirements
Determine what your client’s objectives are, their attitude to risk, as well as establish their income requirement.
Use our online Retirement Income Calculator
Create a Retirement Income Calculation to see how sustainable your clients retirement plan is.
Create now
Build the portfolio
With the information that you provide, we create a personalised portfolio for your client based on our own bespoke modelling and testing.
Regular reviews
We provide updates on how your client’s portfolio is performing, on an annual and ad hoc basis. We can make adjustments as necessary to ensure your client’s RIS plan remains on track.
Our recent Retirement Income Service awards
Interested in the 7IM Retirement Income Service?
Use our online Retirement Income Calculator
Create a Retirement Income Calculation to see how sustainable your clients retirement plan is.
Get in touch
Want to know more about how the 7IM Retirement Income Service could help your clients? Get in touch with our team today.
Complete our form
Would like our team to call you back? Complete our form and we will get in touch.
Discover more about 7IM
Platform
Our award-winning platform allows you to monitor and manage all your clients’ investments with ease.
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Funds and models
We offer a broad range of multi-asset investment solutions - covering active, blended and passive, as well as specialist and sustainable strategies.
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Discretionary Service
An award winning discretionary investment service that can be tailored to fit your business and your clients.
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Financial Intermediary
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