Solution introduction

Closing the advice gap

MyTime offers a solution for clients with pension pots between £30,000 – £250,000 who may not be able to afford financial advice. Let's redefine retirement together and help people achieve better outcomes

What you get

A compliant solution
Compliant with the latest regulations and underpinned by industry-leading technology, MyTime is designed for customers to self-serve when we are authorised by the FCA.

Risk assessment built in
We'll take clients through a risk assessment in line with legislation for accessing and using their pension savings.

Investment pathways
Your clients will have the option to choose one of four investment pathways – as part of their investment choices - in accordance with regulations.

Pre-defined incomes
Our proprietary income plans offer clients a clear investment strategy with pre-defined, sustainable income – all calculated and setup for them.

Fully managed transfers
We're integrated with Origo for simpler, faster transfers – all supported by a team of transfer specialists to resolve any issues and handle manual processes if required.

Simpler admin
Assigned advisers to clients and monitor every stage of a client's onboarding progress and stage of retirement – with access to important information and documents.

Built with targeted support in mind
Help your clients achieve better outcomes with a solution consistent with Consumer Duty and designed with the new targeted support regime in mind.

 

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