Retirement Income
Explore our Retirement Income solution
Designed for providers of long-term savings and retirement products catered to consumers approaching or in retirement.
- 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
