Hello. So you want to include Secure Lifetime Income, our solution that delivers a guaranteed income producing asset within a trust-based personal pension in your retirement proposition. That’s great. Whether you’re an adviser or paraplanner, here you’ll find an array of resources to help you advise, plan and purchase Secure Lifetime Income alongside your clients’ drawdown portfolios.

And, if you need a helping hand our expert Secure Lifetime Income dedicated support team are just an email or call away.

Our new innovative solution provides guaranteed income and/or capital growth at maturity for a fixed-term, helping clients meet their objectives with certainty.

Transforming retirement income

Sign up to watch our fast-paced videocast session 'Transforming retirement income'. In under 15 minutes, Martin Lines explores:

• crucial themes to consider for clients navigating the complexities of transitioning from accumulation to decumulation and their retirement plans.
• how blending Secure Lifetime Income alongside investment portfolios can help you provide the solutions.

Watch the full videocast now >

Retirecast webcast series

From initial planning to cashflow modelling, Retirecast explores the key stages of a robust retirement advice process. Each discussion-led episode looks at practical ways to:

• Meet business and regulatory requirements
• Support a robust retirement process
• Reflect on findings from the Retirement Income Advice Review and explore key next steps

Watch the full series here >

With Secure Lifetime Income's new enhanced death benefit feature, advisers can choose between providing certainty for legacy planning or potentially higher lifetime income, according to their clients’ individual retirement needs.

Our Secure Lifetime Income solution innovatively delivers a guaranteed income producing asset which can optimise drawdown portfolios when included within a trust-based personal pension to improve client outcomes in a wide variety of circumstances. Here’s some information to help you understand how it can help you and your clients.

We'll be adding new useful content to this site regularly, if you can't find something you'd expect to see here, please get in touch with our Investment Solutions team.

Managing investment risks

• Mitigating retirement risk beyond investment risk
• Guaranteed income and flexi access sales aid

Enhancing retirement propositions

• Fair value assessment
• Target market statement
• Portfolio construction 

Improving client outcomes

• Client scenario: John 
• Client scenario: Cynthia  
• Client scenario: Geoff 
• Client scenario: Peter

Benefits for your firm

• Retirement income segmentation guide

• Product overview
• Proposition guide
• Technical guide
• Key features
• Customer guide
• Income payment dates
• Technical bulletin - Inheritance tax on pensions
• Secure Lifetime Income retirement confidence sales aid
• Frequently Asked Questions

Quote and apply for Secure Lifetime Income

• Guide to quoting and applying on 7iM - Coming soon. In the meantime if you have questions, please contact the team.
• Guide to quoting and applying on Wealthtime - Coming soon. In the meantime if you have questions, please contact the team.

Our Secure Lifetime Income partners

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Look who's talking  about blending

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Video and podcast library 

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Consumer Duty

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