7IM Launches retirement planning service for advisers

Seven Investment Management has launched a retirement planning service to help advisers look after clients at or nearing retirement. The service aims to increase efficiency for advisory firms, helping advisers to deliver services and income to their clients throughout various life stages. The 7IM platform has the flexibility to accommodate different ‘pots’ for different financial priorities and risk profiles, to create an integrated service helping deliver the income their clients need throughout various life stages.

PensionBee joins Starling Bank’s Marketplace app

PensionBee is among the first wave of financial services partners whose products will be available through Starling Bank’s in-app Marketplace. Following its approval from the Financial Conduct Authority and the Prudential Regulation Authority, the Marketplace is set to offer Starling customers direct access to products on their phones. PensionBee head of corporate development Clare Reilly commented: “Our exciting new partnership means, for the first time ever in the UK, customers can see their real-time pension balance, alongside their real-time current account balance. That’s real-time customer empowerment, and a big step towards linking the small financial decisions you make daily, to the retirement income you will have tomorrow - all in one place.”

Selectapension reveals new Income Modeller for 2018

Selectapension has released a new Income Modeller capability for its defined benefit and flexible retirement optimiser tools. The defined benefit model allows advisers to demonstrate whether the client can achieve their goals using their other pensions, savings and assets without losing the guarantees of a DB pension. Both versions of the model offer a flexible ways for advisers to display different retirement income scenarios for their clients.

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