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Retirement Income

Simplify your retirement solutions

Retirement Income provides market-leading administration and distribution of savings and income retirement products through an administration platform with digital self-service, and a range of product wrappers and investment/divestment choices.

Explore our Retirement Income solution

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

Retirement Income

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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

Learn more about Retirement Income

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