Case Study: Seven Investment Management improves retirement income services with Dunstan Thomas

Seven Investment Management launches SIPP and RIS with Dunstan Thomas, reaching £1.5bn AUM

Seven Investment Management (7IM) faced the challenge of capitalizing on new Pension Freedoms rules by expanding its services to help clients optimize their retirement income. They needed to build a sophisticated Self Invested Personal Pension (SIPP) and a new Retirement Income Solution (RIS) to provide advisers with the tools to model sustainable income strategies. 7IM partnered with vendor Dunstan Thomas to develop and administer this new offering.

Dunstan Thomas implemented its Imago Administration software to build and administer the 7IM SIPP, enabling rapid Straight Through Processing of new applications. For the RIS, Dunstan Thomas developed a stochastics-based calculation engine and intuitive graphical interfaces, allowing advisers to model various retirement income scenarios and probabilities. As a result, the 7IM SIPP surpassed £1.5bn in assets under management, and the RIS provided a market-leading platform that improved client service and fostered loyalty throughout retirement.

Seven Investment Management