IMT - An introduction to our Retirement Income Manager Tool

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Advice to people in later life needs to be built on the firmest possible foundations. Retirement advice therefore depends on robust assumptions about how long people will live and how their investments will perform.

In this webinar, Retirement guru Patrick Ingram, delves into some of the key concepts that power Parmenion’s latest innovative tech. These include postcode specific life expectancies from Club Vita and institutional capital market assumptions, all brought together through stochastic analysis to give a Hymans Robertson Viability Score – the odds of a plan succeeding, with client facing output designed with behavioural scientists.

Patrick will also give some background to why we integrated IMT into our platform at no additional charge and why we partnering with one of the UK’s longest established independent actuarial firms, Hymans Robertson.

This event is accredited with 1 hour of CPD by the CISI.

We’re looking forward to you joining us on the day.


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