EATT 2023 Disturbance Demo – Retirement Income Solutions by 7IM
The RIS has been designed to help advisers answer the most common of client questions – do I have enough money to last in retirement?
It gives advisers and their clients a realistic, robust and repeatable approach using different risk buckets.
It shows clearly using graphics the probability of success and the investment structure that should be implemented to achieve this.
In their own words:
“The 7IM RIS is designed to offer you as advisers and financial planners a robust and repeatable way to help manage your client’s retirement income and give you and your clients the confidence that their retirement savings will last throughout their lifetime – and beyond. It brings together our wealth of knowledge and years of research, along with sophisticated modelling techniques to give you clear insight into how long your client’s retirement income should last, as well the tools to adapt their plans to an ever-changing world to ensure they remain on track.”
Product Displayed: Retirement Income Solutions
Presenter: Pete Wyatt, Head of Platform Sales