Retirement Income
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Retirement Income

Explore our Retirement Income solution

Designed for providers of long-term savings and retirement products catered to consumers approaching or in retirement.

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  • Single customer view across their retirement account, savings and income products allowing easy management
  • Real-time management dashboards
  • Digital self-service suite - Customer and adviser portals
  • Personalised engagement – Multi-channel communications management tools
  • Administration management - Automated, pre-built configuration processing tools including operational workflow management
  • Operations workbenches - Flexible proposition management
  • Interfacing and industry standards - Standards-based integration
  • Regulatory and business compliance as standard
  • Aggregation of payments through integrated payroll
  • Targeted personalisation of propositions through data analytic tools
  • End-to-end administration for all investment and retirement income products
  • Efficient support for full range of savings and income products including pensions, ISAs/LISAs and GIAs, drawdown, annuities, hybrids equity release and ARFs (Ireland)
  • Extensive investment and dis-investment choices provided through guided and self-select architectures
  • Key industry interfaces for transfers, investments, banking, tax and payments

Why choose Retirement Income?

  • Offer a comprehensive range of income and savings products
  • Help customers to plan and track progress towards retirement goals
  • Allow customers to see an aggregated view across savings and income
  • Enable customers to receive income in the most tax-efficient manner

GET IN TOUCH

To find out more about how Equiniti can help your organisation, get in touch with us today.

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