7IM provide investment services to professional wealth managers, planners, advisers and private investors. These include discretionary investment management, a range of multi-asset portfolios, an investment and open architecture trading platform. Their app, 7Imagine is an interactive solution for both clients and advisers to keep them up-to-date with their financial situation, wherever they are.
Tel: 020 7760 8777
HQ: London, UK
Product Demo’d: 7iM Retirement Income Service
Presenter(s): Verona Kenny, 7iM Managing Director Intermediary
- End to end centralised retirement proposition to engage clients in their retirement income
- Keeps the adviser at the heart of their client’s financial matters
- Built to reflect changing circumstances that will happen in a client’s real life
7IM Retirement Income Services – in their own words:
7iM’s Retirement Income Service (RIS) is built on robust science. Every client’s chosen withdrawal rate is individually modelled and stress tested to access its suitability at outset and at review. 7iM’s RIS is constructed so as to minimise sequence risk without the drag of cash and lower risk investments. It incorporates a variety of tax wrappers and is supported by client friendly reporting.